Brian White has been an investment adviser representative at Financial & Tax Architects since September 2026, and is not listed among the firm’s executive officers or direct owners.
Financial & Tax Architects, LLC is a St. Louis, MO firm with $506M under management, 1,574 clients and 40 advisers across 22 offices, as of its June 2026 filing.
Brian White’s longest registration was 3 years at Empower Advisory Group, LLC (2022–2026). Before joining Financial & Tax Architects in 2026, Brian White was registered through Empower Advisory Group, LLC and Charles Schwab & Co., Inc.
- – present · under a yearEdmond, OK · Adviser representative · Firm CRD 119169
- Empower Advisory Group, LLC– · 3 yearsYukon, OK · Adviser representative · Firm CRD 112058
- Charles Schwab & Co., Inc.– · under a yearOklahoma City, OK · Adviser representative · Firm CRD 5393
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearNorman, OK · Adviser representative · Firm CRD 7691
- Edward Jones– · 1 yearYukon, OK · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Brian White is registered as an investment adviser representative in Oklahoma, since September 2026.
- OklahomaSince 3 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 4 January 2018 |
| Series 7 | General Securities Representative Examination | 14 September 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6834445
- Firm
- Financial & Tax Architects · CRD 119169
- Office
- 1441 NW 150th S, Edmond, OK 73013
- Registration
- Investment adviser registration
- In the industry since
- April 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Brian White work?
Brian White is an investment adviser representative registered through Financial & Tax Architects, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Brian White a financial advisor?
Yes. Brian White has a current investment-adviser registration in Oklahoma, through Financial & Tax Architects since September 2026.
How many years of experience does Brian White have?
Brian White has 6 years in the financial industry, since April 2020, across 5 adviser firms.
What exams has Brian White passed?
Brian White has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2017. FINRA credited Brian White with the SIE, which began in October 2018.
Where did Brian White work before Financial & Tax Architects?
Before Financial & Tax Architects, Brian White was registered through Empower Advisory Group, LLC, October 2022 to February 2026; Charles Schwab & Co., Inc., November 2021 to October 2022; Merrill Lynch, Pierce, Fenner & Smith Incorporated, April 2019 to November 2019; Edward Jones, January 2018 to April 2019.
Where is Brian White based?
Brian White’s registered office is in Edmond, OK.
Is Brian White registered with FINRA?
No. Brian White has no current broker registration.
How can I verify Brian White’s record?
Search CRD 6834445 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian White’s full registration record.
David BrooksChief Executive Officer
Gordon HaavePresident and Chief Investment Officer- Paul FelschChief Compliance Officer & Legal Counsel