DW
Donald F. White
COLLABORATIVE WEALTH
Stuart, FL 34994
Some features on this profile are disabled
CRD#: 1347171
DW
Professional summary
Donald Francis White JR, who also goes by Don White, Donald F White, Donald Francis White, Donald White, is a registered financial advisor currently at COLLABORATIVE WEALTH located in Stuart, Florida and LPL FINANCIAL LLC located in Stuart, Florida.
Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Donald has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Don White | Donald F White | Donald Francis White | Donald White
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 02/14/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance.
2. 02/14/2018 - TREASURE COAST FINANCIAL SERVICES, INC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 07/1988.
3. 02/14/2018 - LOVE WITHOUT BOUNDARIES INC. - Not Investment Related - At Reported Business Location(s) - Other - TREASURER.
4. 02/14/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Other - Start Date 09/01/08.
5. 12/20/2018 - Collaborative Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 09/06/2018 - 100 Hours Per Month During Securities Trading - I provide investment advisory services through Collaborative Wealth, an independent investment advisor firm. I started this business activity on 12/20/2018. I expect to spend approximately 100 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
6. 2/19/2020 - Collaborative Wealth Treasure Coast - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/22/2019 - 50 Hours Per Month/40 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Donald Francis White JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 7, 2018 - Present
COLLABORATIVE WEALTH
Office #1: 1805 S. Kanner Hwy, Stuart, FL 34994RIA
CRD#: 142106
Stuart, FL
Current
February 14, 2018 - Present
LPL FINANCIAL LLC
Office #1: 1805 S Kanner Hwy, Stuart, FL 34994RIA
BD
CRD#: 6413
Stuart, FL
Past
February 14, 2018 - March 4, 2019
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Past
July 13, 2007 - February 15, 2018
INVEST FINANCIAL CORPORATION
RIA
CRD#: 12984
STUART, FL
Past
July 13, 2007 - February 14, 2018
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
STUART, FL
Past
April 27, 1999 - December 12, 2007
TREASURE COAST FINANCIAL SERVICES
RIA
CRD#: 119885
STUART, FL
Past
February 13, 1995 - July 16, 2007
MUTUAL SERVICE CORPORATION
RIA
CRD#: 4806
STUART, FL
Past
February 7, 1995 - July 16, 2007
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
STUART, FL
Past
July 27, 1988 - April 11, 1995
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Past
February 15, 1988 - March 4, 1988
LEHMAN BROTHERS INC.
BD
CRD#: 7506
Past
February 12, 1988 - August 11, 1995
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
January 23, 1986 - February 15, 1988
E. F. HUTTON & COMPANY INC
BD
CRD#: 235
Past
March 23, 1985 - February 7, 1986
CADARET, GRANT & CO., INC.
BD
CRD#: 10641
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
COLLABORATIVE WEALTH
COLLABORATIVE WEALTH | GARRISON WEALTH MANAGEMENT | FALCON FINANCIAL MANAGEMENT | COLLABORATIVEWEALTH TREASURE COAST | COLLABORATIVEWEALTH LAKE NONA | COLLABORATIVEWEALTH GAINESVILLE | COLLABORATIVE WEALTH MANAGEMENT, INC.
CRD#: 142106 / SEC#: 801-80100
RIA
Registered Investment Advisory firm - (8/6/2014 Approved)Indiana
Registered Investment Advisory firm - (12/23/2008 Terminated)Texas
Registered Investment Advisory firm - (8/7/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(2/15/2018)
IAR
Florida(11/7/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CW
COLLABORATIVE WEALTH
COLLABORATIVE WEALTH | GARRISON WEALTH MANAGEMENT | FALCON FINANCIAL MANAGEMENT | COLLABORATIVEWEALTH TREASURE COAST | COLLABORATIVEWEALTH LAKE NONA | COLLABORATIVEWEALTH GAINESVILLE | COLLABORATIVE WEALTH MANAGEMENT, INC.
CRD#: 142106 / SEC#: 801-80100
RIA
Registered Investment Advisory firm - (8/6/2014 Approved)Indiana
Registered Investment Advisory firm - (12/23/2008 Terminated)Texas
Registered Investment Advisory firm - (8/7/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
972 International Parkway, Lake Mary, FL 32746
Mailing Address
Phone number
(407) 792-3336
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,810 |
| AUM (Assets Under Management) | $ 564,031,327 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
COLLABORATIVE WEALTH
CRD#: 142106Stuart, FL 34994TRUST BUT VERIFY
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