David Phipps White appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. David Phipps White appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-12 | Form ADV | ZERMATT WEALTH ADVISORS | CHIEF COMPLIANCE OFFICER | SAN DIEGO, CA |
| 2026-01-12 | Form ADV | ZERMATT WEALTH PARTNERS LLC | CHIEF COMPLIANCE OFFICER | SAN DIEGO, CA |