DW
Donald G. White
LPL ENTERPRISE
Miami, FL 33126
Some features on this profile are disabled
CRD#: 5558649
DW
Professional summary
Donald Gregory White, who also goes by Don White, Donald G White, is a registered financial advisor currently at LPL ENTERPRISE, LLC located in Miami, Florida.
Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Donald has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Don White | Donald G 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) 08/22/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Start date 07/24/2025 - Marietta, GA - INV REL - 160hrs/mth | 160hrs during trading 2) 08/22/2025 - Donald White N/A - Non-variable Insurance - Non-Variable Insurance/Insurance Agency - Start date 07/24/2025 - Marietta, GA - INV REL - 160hrs/mth | 160hrs during trading 3) 08/22/2025 - Twin City Properties - Real Estate Rental - Start date 04/01/2023 - Bristol, VA - INV REL - 10hrs/mth | 0hrs during trading 4) 08/22/2025 - Donald G White - Non-Variable Insurance - Start date 01/01/2016 - Marietta, GA - INV REL - 20hrs/mth | 1hr during trading
CRS (Client Relationship Summary) - RIA
Click below to view Donald Gregory White's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Donald Gregory 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®
NoneExperience
Current
September 8, 2025 - Present
LPL ENTERPRISE, LLC
Office #1: 800 Nw 62nd Ave Ste 120, Miami, FL 33126RIA
BD
CRD#: 8733
Miami, FL
Current
September 8, 2025 - Present
LPL ENTERPRISE, LLC
Office #1: 800 Nw 62nd Ave Ste 120, Miami, FL 33126RIA
BD
CRD#: 8733
Miami, FL
Past
March 5, 2018 - September 2, 2025
ONEAMERICA SECURITIES, INC.
RIA
CRD#: 4173
Marietta, GA
Past
March 2, 2018 - September 2, 2025
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
NORCROSS, GA
Past
January 25, 2017 - March 9, 2018
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
ATLANTA, GA
Past
October 19, 2015 - March 9, 2018
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
ATLANTA, GA
Past
January 26, 2010 - October 7, 2015
ONEAMERICA SECURITIES, INC.
RIA
CRD#: 4173
NORCROSS, GA
Past
November 25, 2009 - October 7, 2015
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
NORCROSS, GA
Past
June 17, 2009 - October 27, 2009
MIDSOUTH CAPITAL, INC.
RIA
CRD#: 35039
MARIETTA, GA
Past
June 4, 2009 - October 27, 2009
MIDSOUTH CAPITAL, INC.
BD
CRD#: 35039
MARIETTA, GA
Past
September 1, 2008 - April 24, 2009
NEW ENGLAND SECURITIES
BD
CRD#: 615
ALPHARETTA, GA
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".
LE
LPL ENTERPRISE, LLC
APPALACHIAN INVESTMENT CORPORATION | LPLE | LPL ENTERPRISE, LLC | LPL ENTERPRISE | HARVEST FINANCIAL CORPORATION WILL DO INVESTMENT ADVISORY BUSINESS ONLY IN CALIFORNIA AS HARVEST ADVISORS | HARVEST FINANCIAL CORPORATION
CRD#: 8733 / SEC#: 801-130883, 8-26037
RIA
Registered Investment Advisory firm - SEC (8/7/2024 Approved)California
Registered Investment Advisory firm - SEC (11/29/2020 Terminated)Ohio
Registered Investment Advisory firm - SEC (4/1/2023 Terminated)Pennsylvania
Registered Investment Advisory firm - SEC (4/7/2023 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(9/8/2025)
IAR
Florida(9/9/2025)
RR
Georgia(9/9/2025)
RR
Indiana(9/8/2025)
RR
Michigan(9/8/2025)
RR
Tennessee(9/8/2025)
RR
Texas(9/8/2025)
IAR
Texas(9/8/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LE
LPL ENTERPRISE, LLC
APPALACHIAN INVESTMENT CORPORATION | LPLE | LPL ENTERPRISE, LLC | LPL ENTERPRISE | HARVEST FINANCIAL CORPORATION WILL DO INVESTMENT ADVISORY BUSINESS ONLY IN CALIFORNIA AS HARVEST ADVISORS | HARVEST FINANCIAL CORPORATION
CRD#: 8733 / SEC#: 801-130883, 8-26037
RIA
Registered Investment Advisory firm - SEC (8/7/2024 Approved)California
Registered Investment Advisory firm - SEC (11/29/2020 Terminated)Ohio
Registered Investment Advisory firm - SEC (4/1/2023 Terminated)Pennsylvania
Registered Investment Advisory firm - SEC (4/7/2023 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information
Main Address
1055 Lpl Way, Fort Mill, SC 29715
Mailing Address
1055 Lpl Way, Fort Mill, SC 29715
Phone number
(704) 733-3300
Established
Delaware since 05/25/2023
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
4,650
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| LPL HOLDINGS, INC. | MANAGING MEMBER | |
| HORAN-ADAMS, KIRBY LEPAK | CHIEF EXECUTIVE OFFICER. PRESIDENT | 5097259 |
| MALFITANO, STEVEN THOMAS | PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER, FINOP | 3178848 |
| MORRISON, STEVEN PHILIP | SECRETARY | 4529345 |
| SHEEHAN, RICHARD STEVEN | SVP, CHIEF COMPLIANCE OFFICER | 3096567 |
Regulatory assets under management
| Total Number of Accounts | 114,002 |
| AUM (Assets Under Management) | $ 18,862,098,900 |
Disclosures
| Regulatory Event | 3 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/25/2025 |
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
LPL ENTERPRISE, LLC
CRD#: 8733Miami, FL 33126TRUST BUT VERIFY
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