Rolf Lee White

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Spc

300 Parkland Plaza, Ann Arbor, MI 48103 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2013-12-09

MN RA
APPROVED

Since 2013-12-09

Branch Locations

Burnsville, MN • United States

300 Parkland Plaza, Ann Arbor, MI 48103 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Spc	Ann Arbor	MI	06/2010	Present
Parkland Securities, Llc	Ann Arbor	MI	08/2014	Present

06/2010 → Present

Spc

Ann Arbor, MI
08/2014 → Present

Parkland Securities, Llc

Ann Arbor, MI

Other Businesses

1. BUSINESS AND FAMILY ADVISORS LLC, SOLE MEMBER. DBA FOR INSURANCE AND SECURITIES BUSINESS. 2. INDEPENDENT INSURANCE AGENT LIFE/ACCIDENT/HEALTH - 1 WEEKDAY HOURS STARTED 09/2003. Also selling Medicare policies and Medicare Supplements - GAP and Advantage plans. 3. Soccer Coach - Lakeville Soccer Club, Lakeville, MN. Start date: 1/2/25, approx. 24 hrs/mo, none during mkt hrs. INV REL: N 4. Board member - Prince of Peace Church, Burnsville, MN. Focus on the mission of the church, function, enrollment and short and long term planning. Start date: 7/8/25, approx. 4-6 hrs/mo, none during mkt hrs. for a 3-year term. INV REL: N

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2002-03-20

S63 Uniform Securities Agent State Law Examination

2002-03-20

View on SEC IAPD