Dawson J. White
Professional summary
Dawson J White is a registered financial advisor currently at WHITEROCK FINANCIAL, LLC located in Las Vegas, Nevada.
Dawson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Dawson has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dawson J White's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 25, 2010 - Present
WHITEROCK FINANCIAL, LLC
February 4, 2008 - September 7, 2010
NEXT FINANCIAL GROUP, INC.
February 4, 2008 - September 7, 2010
NEXT FINANCIAL GROUP, INC.
April 1, 2005 - February 14, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 11, 2005 - February 14, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/25/2010)
Exams
Current Firm
WHITEROCK FINANCIAL, LLC
CRD#: 155140 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 65 |
| AUM (Assets Under Management) | $ 25,000,000 |
Red Flags
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