David Phipps White
Chief Compliance OfficerWfa of San Diego, LLCCRD 1027468
About David Phipps White
David Phipps White is listed as Chief Compliance Officer at Wfa of San Diego, LLC in San Diego, CA. Form ADV reports a beneficial ownership band of Under 5%. David Phipps White is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Wfa of San Diego, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does David Phipps White work?
David Phipps White is listed as Chief Compliance Officer at Wfa of San Diego, LLC on SEC Form ADV.
How much of Wfa of San Diego, LLC does David Phipps White own?
Form ADV reports a beneficial ownership band of Under 5%.
Wfa of San Diego, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Zermatt Wealth Partners LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |