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MW

Matthew L. White

WHITE MCGOWAN
Little Rock, AR 72201
Some features on this profile are disabled
CRD#: 5365185
MW

Professional summary


Matthew Leon White was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Prior to being barred, Matthew has worked at 3 firms, which includes MML INVESTORS SERVICES LLC, NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Matthew L 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) Harding Partners Properties, LLC, Real Estate Investment Property, 2617 Kemp Ct Birmingham AL 35226, Owner, Start Date 04/2014, 0 hours per month spent on this activity, I have no duties, it is strictly a passive real estate investment. (2) Lark Stake, LLC, Real Estate Investment Property, 2617 Kemp Ct Birmingham AL 35226, Owner. Start Date 05/2014, 0 hours per month spent on this activity, I have no duties, it is strictly a passive real estate investment. (3) White and Pola, LLC, Real Estate Investment Property, 17318 LaMarche Blvd Little Rock AR 72223, Owner, Start Date 03/2016, 0 hours per month spent on this activity, I have no duties, it is strictly a passive real estate investment. (4) LOML, LLC, Real Estate Investment Property, 17318 LaMarche Blvd Little Rock AR 72223, Owner, Start Date 01/2014, 0 hours per month spent on this activity, I have no duties, it is strictly a passive real estate investment. (5) TLC. LLC, Real Estate Investment Property, 16100 Cantrell Road, Little Rock, AR 72223, Owner, 05/2021, 0 hours per month spent on this activity, I have no duties, it is strictly a passive real estate investment. (6) OMS Consulting, LLC, oral surgery management services , 2045 Brookwood Medical Center Drive, #24, Birmingham, AL 35209, Owner, Start Date 09/2019, 15 hours per month spent on this activity, duties are to supervise business operations. (7) Epiphany Logistics, Property Management, 400 W Capitol Ave, Suite 2850, Little Rock, AR 72201, Start Date 08/2017, 0 hours per month spent on this activity, duties are to supervise business operations. (8) Independent Insurance Agent

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Matthew Leon 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®
None

Experience


Current

October 18, 2018 - Present

WHITE MCGOWAN

Office #1: 400 West Capitol Avenue Suite 2891, Little Rock, AR 72201
RIA
CRD#: 297785
Little Rock, AR
Past

October 27, 2015 - June 7, 2018

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
LITTLE ROCK, AR
Past

June 9, 2015 - June 7, 2018

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
LITTLE ROCK, AR
Past

January 27, 2009 - June 11, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
LITTLE ROCK, AR

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
Arkansas
(10/18/2018)
IAR
Louisiana
(10/22/2018)
IAR
Tennessee
(10/19/2018)
IAR
Texas
(10/30/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/29/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WM
WHITE MCGOWAN
MERAKI, LLC | WHITE MCGOWAN

CRD#: 297785 / SEC#:

Arkansas
Registered Investment Advisory firm - (10/18/2018 Approved)
Louisiana
Registered Investment Advisory firm - (10/22/2018 Approved)
Mississippi
Registered Investment Advisory firm - (5/10/2022 Terminated)
Tennessee
Registered Investment Advisory firm - (10/19/2018 Approved)
Texas
Registered Investment Advisory firm - (10/25/2018 Approved)
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Contact information


Main Address
400 West Capitol Avenue Suite 2891, Little Rock, AR 72201
Mailing Address
Phone number
(501) 503-5557
Established
Firm type
Fiscal year end
# of Employees
5

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts709
AUM (Assets Under Management)$ 68,026,303

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


WHITE MCGOWAN

CRD#: 297785Little Rock, AR 72201

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