Erik White

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CRD#: 6586509

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.

Erik White, who also goes by Erik Kaleb White, was a registered financial professional .

Erik is a previously registered financial professional and started their career in finance in 2016. Erik had worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Erik Kaleb 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) Name: D3 Landscaping Inv rel: Y Add: 11033 Daniel Circle Peculiar, MO 64078 Nature: Construction/Landscaping Position: Owner Start date: 03/01/2022 No. HR/MO: 24 No. HR/MO during sec trading: 0 Describe duties: Bidding jobs, basic landscape and lawn construction work (2) Name: Manhood, LLC Inv rel: Y Add: 10003 NW County Rd. 1001 Adrian, MO 64720 Nature: Online Clothing Boutique Position: Co-owner Start date: 03/08/2022 No. HR/MO: 10 No. HR/MO during sec trading: 0 Describe duties: I help make decisions on new products and other day-to-day operations. (3) Name: TMPL Soap Co Inv rel: Y Add: At Residential Address Nature: Soap manufacturing and sales Position: Owner Start date: 11/04/2021 No. HR/MO: 15 No. HR/MO during sec trading: 0 Describe duties: Manufacturing bars of soap, marketing the brand and products, sales of the products. (4) Name: Lunyx Custom Munitions Inv rel: Y Add: 10003 NW County Rd. 1001 Adrian, MO 64720 Nature: Ammunition Manufacturing Position: Co-Owner Start date: 02/16/2022 No. HR/MO: 5 No. HR/MO during sec trading: 0 Describe duties: Help with day-to-day operation decisions. On weekend events, I help run a booth at business expos. (5) Name: Trinzo Machinery Inv rel: Y Add: At Residential Address Nature: eBay reselling Position: Owner Start date: 10/17/2017 No. HR/MO: 15 No. HR/MO during sec trading: 0 Describe duties: Sourcing products to list and resell on eBay. (6) Name: Jireh Enterprises Inv rel: Y Add: At Residential Address Nature: Holding Company Position: Owner Start date: 11/17/2020 No. HR/MO: 0 No. HR/MO during sec trading: 0 Describe duties: Oversee family businesses.

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

October 19, 2022 - November 3, 2023

KEEL POINT, LLC

RIA

CRD#: 127902

Leawppd, KS

Past

October 11, 2022 - November 3, 2023

KEEL POINT CAPITAL, LLC

CRD#: 6769

LEAWOOD, KS

Past

May 13, 2022 - October 6, 2022

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Overland Park, KS

Past

May 13, 2022 - October 6, 2022

MML INVESTORS SERVICES, LLC

CRD#: 10409

Overland Park, KS

Past

September 16, 2021 - May 2, 2022

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

OLATHE, KS

Past

March 10, 2021 - May 2, 2022

PARK AVENUE SECURITIES LLC

CRD#: 46173

OLATHE, KS

Past

March 28, 2016 - August 1, 2017

EDWARD JONES

RIA

CRD#: 250

BUTLER, MO

Past

January 21, 2016 - August 1, 2017

EDWARD JONES

CRD#: 250

BUTLER, MO

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".

KEEL POINT, LLC

BLUE CREEK | KEEL POINT, LLC | KEEL POINT CAPITAL, LLC | GRANITE FINANCIAL PARTNERS | BLUE CREEK INVESTMENT PARTNERS, LLC

CRD#: 127902 / SEC#: 801-62249

RIA

Registered Investment Advisory firm - (8/1/2003 Approved)

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: 9/15/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/10/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/1/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/21/2016

General Securities Representative Examination

Current Firm

KEEL POINT, LLC

BLUE CREEK | KEEL POINT, LLC | KEEL POINT CAPITAL, LLC | GRANITE FINANCIAL PARTNERS | BLUE CREEK INVESTMENT PARTNERS, LLC

CRD#: 127902 / SEC#: 801-62249

RIA

Registered Investment Advisory firm - (8/1/2003 Approved)

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Contact information

Main Address

100 Church Street Suite 500, Huntsville, AL 35801

Mailing Address

Phone number

(256) 704-5111

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KEEL POINT ADV PART 2A APPENDIX 1 - WRAP FEE PROGRAM BROCHURE (5/29/2025)

KEEL POINT BROCHURE FORM ADV 2A (5/29/2025)

Regulatory assets under management

Total Number of Accounts	5,626
AUM (Assets Under Management)	$ 3,464,607,203

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/30/2025	Cover Page	Report
01/26/2024	Cover Page	Report
10/25/2022	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

Erik White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

KEEL POINT CAPITAL, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

KEEL POINT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/15/2021

Series 7TO

Date: 3/10/2021

SIE

Date: 8/1/2017

Series 7

Date: 1/21/2016

Current Firm

KEEL POINT, LLC

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KEEL POINT, LLC

TRUST BUT VERIFY

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