Ralph T. White

ARRIVITY FINANCIAL PLANNING

Seattle, WA 98109

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CRD#: 3251883

Professional summary

Ralph Theodore White, CFP®, who also goes by R. Ted White, Ted White, is a registered financial advisor currently at ARRIVITY FINANCIAL PLANNING located in Seattle, Washington.

Ralph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Ralph has worked at 3 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

R. Ted White | Ted 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) - RIA

Click below to view Ralph Theodore White'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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

September 19, 2014 - Present

ARRIVITY FINANCIAL PLANNING

Office #1: 1200 Westlake Ave North Suite 508, Seattle, WA 98109

RIA

CRD#: 167976

Seattle, WA

Past

March 7, 2008 - February 11, 2013

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

BELLEVUE, WA

Past

February 10, 2003 - September 1, 2006

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

MEMPHIS, TN

Past

July 17, 2000 - October 7, 2002

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

MEMPHIS, TN

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.

Highlighted states indicate IAR registrations

IAR

California
(3/22/2021)

IAR

Colorado
(7/28/2021)

IAR

Oregon
(11/30/2021)

IAR

Texas
(4/15/2024)

IAR

Washington
(9/19/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/29/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/16/2000

General Securities Representative Examination

Current Firm

ARRIVITY FINANCIAL PLANNING

603 FINANCIAL, INC. | GODDARD FINANCIAL PLANNING | BLUE CANOE FINANCIAL PLANNING, INC. | BLUE CANOE FINANCIAL PLANNING | ARRIVITY FINANCIAL PLANNING

CRD#: 167976 / SEC#:

California

Registered Investment Advisory firm - (3/22/2021 Approved)

Colorado

Registered Investment Advisory firm - (7/28/2021 Approved)

Oregon

Registered Investment Advisory firm - (11/30/2021 Approved)

Texas

Registered Investment Advisory firm - (12/19/2022 Conditional Restricted)

Washington

Registered Investment Advisory firm - (9/10/2013 Approved)

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Contact information

Main Address

1200 Westlake Ave North Suite 508, Seattle, WA 98109

Mailing Address

Phone number

(206) 217-2583

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Ralph T. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ralph Theodore White's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARRIVITY FINANCIAL PLANNING

KMS FINANCIAL SERVICES, INC.

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/29/2003

Series 7

Date: 7/16/2000

Current Firm

ARRIVITY FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

ARRIVITY FINANCIAL PLANNING

TRUST BUT VERIFY

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