Douglas B. White

FARTHER

Houston, TX

Some features on this profile are disabled

CRD#: 5177448

Professional summary

Douglas Bryan White, who also goes by Douglas Bryan White, is a registered financial advisor currently at FARTHER located in Houston, Texas.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Douglas has worked at 5 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Douglas Bryan 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)DoorDash, 11/09/2023, Contractor, Delivery driver, 32hrs/month (out of 160hrs/month), 0 hrs/month (out of 120hrs/month), Not investment related 2) Uber, 12/5/2023, rep would be a delivery driver for this OBA, not done at office location, Delivery and ride share driver, 32 hrs/month (out of 160hrs/month), 0 hrs/month (out of 120 hrs/month), Not investment related 3) FAVOR (NEIGHBOR FAVOR INC.), Not investment related, ADDRESS: 2416 East 6th St., Austin, TX 78702-3933, NATURE: Delivery service, START DATE: 03/22/2024, NUMBER OF HOURS: 32 hrs/month (out of 160 hrs/month), 0 hrs/month during securities trading, DESCRIPTION: Delivery driver

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Bryan White's CRS (Customer Relationship Summary).

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®

None

Experience

Current

August 21, 2025 - Present

FARTHER

RIA

CRD#: 302050

Houston, TX

Past

February 17, 2023 - May 12, 2025

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

HOUSTON, TX

Past

January 4, 2022 - November 18, 2022

HUB INVESTMENT PARTNERS, LLC

RIA

CRD#: 307956

AUSTIN, TX

Past

July 3, 2020 - December 31, 2021

HUB INVESTMENT PARTNERS, LLC

RIA

CRD#: 307956

AUSTIN, TX

Past

March 23, 2019 - December 8, 2020

TCG ADVISORS, LP

RIA

CRD#: 112685

AUSTIN, TX

Past

August 7, 2015 - December 17, 2015

EDWARD JONES

RIA

CRD#: 250

SPRING, TX

Past

May 26, 2015 - December 17, 2015

EDWARD JONES

CRD#: 250

SPRING, TX

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".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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

Texas
(8/21/2025)

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

IAR

Series 65

Date: 1/22/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/12/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/13/2024

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/26/2015

General Securities Representative Examination

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Douglas B. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Bryan White's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEXT FINANCIAL GROUP, INC.

HUB INVESTMENT PARTNERS, LLC

HUB INVESTMENT PARTNERS, LLC

TCG ADVISORS, LP

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 65

Date: 1/22/2019

Series 66

Date: 6/12/2015

SIE

Date: 8/13/2024

Series 7

Date: 5/26/2015

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

Similar Advisors