White Robert of Long Beach, CA appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. White Robert appears on 12 filing roles across Form ADV (11), Form D (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | GLOBAL RETIREMENT PARTNERS LLC | CEO, PRESIDENT | SAN RAFAEL, CA |
| — | Form ADV | LUMINVEST WEALTH MANAGEMENT LLC | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | SCOTTSDALE, AZ |
| — | Form ADV | RPA FINANCIAL, LLC | CEO | SAN RAFAEL, CA |
| — | Form ADV | SW INVESTMENT MANAGEMENT LLC | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| — | Form ADV | NEEDHAM & COMPANY, LLC | DIRECTOR | NEW YORK, NY |
| — | Form ADV | INVESTMENT ADVISORY GROUP, INC. | DIRECTOR, SECRETARY | RICHMOND, VA |
| — | Form ADV | LBA WEALTH MANAGEMENT, LLC | MEMBER | JACKSONVILLE, FL |
| — | Form ADV | PERPETUAL PORTFOLIO MANAGEMENT LTD | COMPANY SECRETARY | HENLEY ON THAMES (ENGLAND) |
| — | Form ADV | CASTLE UNION LLC | MANAGING MEMBER; CHIEF COMPLIANCE OFFICER | CHICAGO, IL |
| — | Form ADV | BREVAN HOWARD INVESTMENT PRODUCTS LIMITED | DIRECTOR | ST. HELIER |
| — | Form ADV | EPSTEIN AND WHITE FINANCIAL LLC | MANAGER AND CHIEF EXECUTIVE OFFICER | SAN DIEGO, CA |
| 2024-03-26 | Form D | Astera | Executive Officer | LONG BEACH, CA |