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White Pine Investments CRD 117992
$24.0M regulatory AUM 40 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
60 North Main Street, Wolfeboro, NH 03894 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-02-21 |
| MA | RA | APPROVED | 2009-07-01 |
Branch Locations
60 North Main Street, Wolfeboro, NH 03894 • United States
78000 Fred Waring Drive, Palm Desert, CA 92211 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| White Pine Investments | Wolfeboro | NH | 04/2001 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-17 |
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