Leland R White

CRD 2160061 · Charles Schwab & Co., Inc. · Fort Worth, TX

IA RegisteredBroker

Also appears in the source record as: Lee White; Leland Roy White

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): SIESeries 7Series 10Series 9Series 26Series 63Series 65
Registered states (10): California · Colorado · Florida · Georgia · New Mexico · North Carolina · Oklahoma · South Carolina · Texas · Washington
Years in the industry (source record): 31
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (22)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Fort Worth, TX · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Fort Worth, TX · BC capacity

start not retrieved → present
Td Ameritrade, Inc.
Fort Worth, TX · BC capacity

Mar 3, 2021 → Jul 29, 2024
Td Ameritrade Investment Management, LLC
Fort Worth, TX · IA capacity

Mar 3, 2021 → Sep 7, 2023
Td Ameritrade, Inc.
Fort Worth, TX · IA capacity

Mar 3, 2021 → Oct 14, 2022
J.P. Morgan Securities LLC
Dallas, TX · IA capacity

Jan 12, 2021 → Feb 24, 2021
J.P. Morgan Securities LLC
Dallas, TX · BC capacity

Jan 12, 2021 → Feb 24, 2021
Scottrade Investment Management
Saint Louis, MO · IA capacity

Jan 25, 2017 → Feb 26, 2018
Scottrade, Inc.
Ft. Worth, TX · BC capacity

Feb 2, 2016 → Feb 26, 2018
Capital One Financial Advisors LLC
Southlake, TX · IA capacity

Nov 12, 2009 → Jan 18, 2011
Capital One Investment Services LLC
Southlake, TX · BC capacity

Feb 17, 2009 → Jan 18, 2011
Phoenix Equity Planning Corporation
Hartford, CT · BC capacity

Oct 19, 2007 → Dec 10, 2008
Capital Brokerage Corporation
Glen Allen, VA · BC capacity

Jan 11, 2005 → Aug 26, 2005
Usallianz Investor Services, LLC
Minneapolis, MN · BC capacity

Jan 8, 2001 → Nov 11, 2004
Banc Of America Investment Services, Inc.
Boston, MA · BC capacity

Nov 6, 2000 → Jan 19, 2001
Chase Investment Services Corp.
Chicago, IL · BC capacity

Mar 1, 1999 → Nov 21, 2000
Chase Securities Of Texas, Inc.
Houston, TX · BC capacity

Dec 9, 1996 → Mar 1, 1999
Addison Securities, Inc.
Dallas, TX · BC capacity

Apr 26, 1994 → Nov 27, 1996
Texas Securities, Inc.
Ft. Worth, TX · BC capacity

Oct 14, 1993 → Jun 6, 1994
Americap Financial, Inc.
Fort Worth, TX · BC capacity

Nov 18, 1993 → May 31, 1994
Lehman Brothers Inc.
New York, NY · BC capacity

Aug 12, 1992 → Dec 2, 1992
J. W. Gant & Associates, Inc.
BC capacity

Aug 23, 1991 → Feb 10, 1992

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2160061 ↗ FINRA BrokerCheck record for CRD 2160061 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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