WHITE WILLIAM DAVID appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. WHITE WILLIAM DAVID appears on 12 filing roles across Form ADV (12).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | FIDELIS FINANCIAL PLANNING, LLC | FOUNDER | SAINT CHARLES, MO |
| — | Form ADV | ONEDIGITAL INVESTMENT ADVISORS LLC | SHAREHOLDER | OVERLAND PARK, KS |
| — | Form ADV | PHILLIP B. WHITE CO., INC. | PRESIDENT/ CCO | SAN LUIS OBISPO, CA |
| — | Form ADV | FIRST COMMAND FINANCIAL PLANNING, INC. | VICE PRESIDENT | FT WORTH, TX |
| — | Form ADV | COPENHAGEN CAPITAL LLP | LIMITED PARTNER & CHIEF COMPLIANCE OFFICER | LONDON |
| — | Form ADV | SITZMANN LAVIS WHITE, LLC | MANAGING PRINCIPAL | LAFAYETTE, CA |
| — | Form ADV | FIRST COMMAND BANK | PRES/CEO/DOO/DIR | FORT WORTH, TX |
| — | Form ADV | THE SOUTHERN FUNDS GROUP, LLC | CHIEF OPERATING OFFICER | HOUSTON, TX |
| — | Form ADV | SUSA FUND MANAGEMENT LLP | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | LONDON |
| — | Form ADV | FEF MANAGEMENT SERVICES LLC | MANAGING MEMBER | NEW YORK, NY |
| — | Form ADV | CJW CAPITAL MANAGEMENT LLP | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | LONDON |
| — | Form ADV | LONGWOOD CREDIT PARTNERS (US) LP | CHIEF OPERATING OFFICER AND MEMBER LONGWOOD CREDIT PARTNERS LLP | CHICAGO, IL |