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Bradley E. White

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CRD#: 2000713
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bradley Erie White, who also goes by Brad White, Bradley Erle White, was a registered financial professional .

Bradley is a previously registered financial professional and started their career in finance in 1989. Bradley had worked at 11 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brad White | Bradley Erle 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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 25, 1999 - December 11, 2000

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

March 24, 1998 - July 13, 1999

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

August 15, 1997 - March 18, 1998

1-800 NO LOADS, INC.

BD
CRD#: 42264
DALLAS, TX
Past

March 15, 1996 - May 13, 1996

T.L. GROUP, INC.

BD
CRD#: 22097
FORT WORTH, TX
Past

November 14, 1995 - September 19, 1997

TAYLOR STUART FINANCIAL, INC.

BD
CRD#: 39025
GREAT NECK, NY
Past

July 12, 1995 - November 10, 1995

T.L. GROUP, INC.

BD
CRD#: 22097
FORT WORTH, TX
Past

January 20, 1995 - June 7, 1995

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
DALLAS, TX
Past

September 23, 1993 - January 11, 1995

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

September 27, 1991 - August 16, 1993

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

March 16, 1991 - September 20, 1991

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
PORTLAND, OR
Past

February 15, 1991 - March 14, 1991

BARRE & COMPANY, INCORPORATED

BD
CRD#: 8342
DALLAS, TX
Past

November 6, 1989 - January 28, 1991

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/28/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CW
CIBC WORLD MARKETS CORP.
CIBC OPPENHEIMER | OPPENHEIMER & CO., INC. | CIBC WORLD MARKETS CORP. | CIBC WORLD MARKETS | CIBC OPPENHEIMER CORP.

CRD#: 630 / SEC#: , 8-18333

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
300 Madison Avenue Sixth Floor, New York, NY 10017
Mailing Address
300 Madison Avenue Sixth Floor, New York, NY 10017
Phone number
(212) 856-4000
Established
Delaware since 07/31/1969
Firm type
Corporation
Fiscal year end
October
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
CIBC INC.100% SHAREHOLDER
CONSOLA, PATRICK DCHIEF COMPLIANCE OFFICER1133831
DUBCZAK, ROMAN STEPANDIRECTOR5511542
GRIFFITH, MARVIN SCOTTPRINCIPAL FINANCIAL OFFICER1670889
PERRY, ACHILLES MGENERAL COUNSEL, ASSISTANT SECRETARY, DIRECTOR4183476
PRICE, ERIC SCHIEF EXECUTIVE OFFICER & PRESIDENT1985843
TRABOULSI, ALFREDMANAGING DIRECTOR, HEAD US INVESTMENT BANKING6594715
ZELLERMAYER, MICHAELPRINCIPAL OPERATIONS OFFICER1662785

Disclosures


Regulatory Event76
Arbitration86

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CIBC WORLD MARKETS CORP.

CRD#: 630

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