Sarah Elizabeth White

$198B regulatory AUM

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2024-02-22

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hunt Valley	MD	03/2018	01/2019
Bill Me Later, Inc	Hunt Valley	MD	07/2013	03/2018
Giant Food	Hunt Valley	MD	02/2018	03/2018
T Rowe Price	Owings Mills	MD	05/2019	03/2022
Unemployed	Cockeysville	MD	01/2019	05/2019
Stifel, Nicolaus & Company, Incorporated	Baltimore	MD	02/2024	Present
Guidehouse / Grant Thornton	Mclean	VA	03/2022	06/2023
Unemployed	Cockeysville	MD	06/2023	02/2024

03/2018 → 01/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD
07/2013 → 03/2018

Bill Me Later, Inc

Hunt Valley, MD
02/2018 → 03/2018

Giant Food

Hunt Valley, MD
05/2019 → 03/2022

T Rowe Price

Owings Mills, MD
01/2019 → 05/2019

Unemployed

Cockeysville, MD
02/2024 → Present

Stifel, Nicolaus & Company, Incorporated

Baltimore, MD
03/2022 → 06/2023

Guidehouse / Grant Thornton

Mclean, VA
06/2023 → 02/2024

Unemployed

Cockeysville, MD

2019-06-05 → 2022-04-07

T. Rowe Price Advisory Services, Inc.

Owings Mills, MD
2018-07-06 → 2019-01-22

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-07-05