Nathan White has been Chief Compliance Officer/Chief Investment Officer of Paragon Capital Management since September 2006, is a control person of the firm and directly owns under 5% of it. Nathan White studied at Westminster College.
Paragon Capital Management Inc is a Provo, UT firm with $153M under management, 186 clients and 3 advisers in one office, as of its March 2026 filing.
Nathan White is CIO of Paragon Wealth Management. White's previous employer was Fidelity Investments.
- Paragon Wealth ManagementCurrent– present · 19 yearsProvo, UT · Adviser representative · Firm CRD 105962
Investment adviser representative registrations
Nathan White is registered as an investment adviser representative in 2 states. The first approvals date from November 2006; the most recent is Texas, in November 2024.
- TexasSince 14 November 2024
- UtahSince 14 November 2006
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 26 July 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 August 1996 |
| Series 7 | General Securities Representative Examination | 19 August 1996 |
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Nathan Dale White
- CRD
- 2786197
- Firm
- Paragon Capital Management · CRD 105962
- Role
- Chief Compliance Officer/Chief Investment Officer
- Office
- 3651 NORTH 100 EAST, SUITE 275, Provo, UT 84604
- Registration
- Investment adviser registration
- In the industry since
- November 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- paragonwealth.com
Where does Nathan White work?
Nathan White has been Chief Compliance Officer/Chief Investment Officer of Paragon Capital Management Inc since September 2006, and is a control person of the firm.
Is Nathan White a financial advisor?
Yes. Nathan White has a current investment-adviser registration in Texas and Utah, through Paragon Capital Management since November 2006.
How many years of experience does Nathan White have?
Nathan White has 19 years in the financial industry, since November 2006, across 1 adviser firm.
What exams has Nathan White passed?
Nathan White has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in August 1996.
Where is Nathan White based?
Nathan White’s registered office is in Provo, UT.
Is Nathan White registered with FINRA?
No. Nathan White has no current broker registration.
How can I verify Nathan White’s record?
Search CRD 2786197 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathan White’s full registration record.
