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Shawn Michael White

Fisher Investments

Chantilly, VA

Plano, TX

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Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-03-03
TX RA APPROVED_RES 2023-08-23
FL RA APPROVED 2021-09-20
  • VA RA
    APPROVED
    Since 2026-03-03
  • TX RA
    APPROVED_RES
    Since 2023-08-23
  • FL RA
    APPROVED
    Since 2021-09-20

Branch Locations

Chantilly, VA • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Charlotte NC 08/2016 09/2017
Ubs Financial Services Inc. Charlotte NC 09/2017 08/2021
Fisher Inestments Tampa FL 09/2021 Present
  • 08/2016 → 09/2017
    The Vanguard Group, Inc.
    Charlotte, NC
  • 09/2017 → 08/2021
    Ubs Financial Services Inc.
    Charlotte, NC
  • 09/2021 → Present
    Fisher Inestments
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-20
S63 Uniform Securities Agent State Law Examination 2016-09-15
  • S65 Uniform Investment Adviser Law Examination
    2017-10-20
  • S63 Uniform Securities Agent State Law Examination
    2016-09-15
Other Names
  • Shawn Michael White
  • Shawn White

View on SEC IAPD

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