Henry A. White

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CRD#: 6122704

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Henry Allen White, who also goes by Henry White, was a registered financial professional .

Henry is a previously registered financial professional and started their career in finance in 2012. Henry had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Henry 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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

January 23, 2023 - May 19, 2025

KEEN CAPITAL, LTD

RIA

CRD#: 145023

CHAPIN, SC

Past

March 4, 2016 - November 6, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

COLUMBIA, SC

Past

March 4, 2016 - November 6, 2019

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

COLUMBIA, SC

Past

April 16, 2013 - March 22, 2016

BB&T SECURITIES, LLC

RIA

CRD#: 142785

COLUMBIA, SC

Past

January 2, 2013 - March 22, 2016

BB&T SECURITIES, LLC

CRD#: 142785

COLUMBIA, SC

Past

December 14, 2012 - January 2, 2013

SCOTT & STRINGFELLOW, LLC

CRD#: 6255

COLUMBIA, SC

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".

KEEN CAPITAL, LTD

CORE ADVISORS, LTD | KEEN CAPITAL, LTD | KEEN CAPITAL, LLC | KEEN CAPITAL | CORE ADVISORS, LTD.

CRD#: 145023 / SEC#: 801-123128

RIA

Registered Investment Advisory firm - (1/25/2022 Approved)

South Carolina

Registered Investment Advisory firm - (2/23/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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 66

Date: 4/15/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/13/2012

General Securities Representative Examination

Current Firm

KEEN CAPITAL, LTD

CORE ADVISORS, LTD | KEEN CAPITAL, LTD | KEEN CAPITAL, LLC | KEEN CAPITAL | CORE ADVISORS, LTD.

CRD#: 145023 / SEC#: 801-123128

RIA

Registered Investment Advisory firm - (1/25/2022 Approved)

South Carolina

Registered Investment Advisory firm - (2/23/2022 Terminated)

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Contact information

Main Address

510 Lexington Avenue Suite 101, Chapin, SC 29036

Mailing Address

P.o. Box 699, Chapin, SC 29036

Phone number

(803) 941-4444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CORE ADVISORS, LTD. DISCLOSURE BROCHURE (7/14/2025)

Regulatory assets under management

Total Number of Accounts	348
AUM (Assets Under Management)	$ 161,285,066

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/29/2025	Cover Page	Report
10/28/2024	Cover Page	Report
06/29/2023	Cover Page	Report
10/07/2022	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Henry A. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

SCOTT & STRINGFELLOW, LLC

Primary Firm SEC Registration

KEEN CAPITAL, LTD

State Registrations and Notice Filings

Exams

Series 66

Date: 4/15/2013

SIE

Date: 10/1/2018

Series 7

Date: 12/13/2012

Current Firm

KEEN CAPITAL, LTD

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KEEN CAPITAL, LTD

TRUST BUT VERIFY

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