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Current Employers
White Pine Investments

60 North Main Street, Wolfeboro, NH 03894 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-02-21
MA RA APPROVED 2009-07-01
  • CA RA
    APPROVED
    Since 2018-02-21
  • MA RA
    APPROVED
    Since 2009-07-01

Branch Locations

60 North Main Street, Wolfeboro, NH 03894 • United States

78000 Fred Waring Drive, Palm Desert, CA 92211 • 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
OrganizationCityStateFromTo
White Pine Investments Wolfeboro NH 04/2001 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-08-17
  • S65 Uniform Investment Adviser Law Examination
    2000-08-17

View on SEC IAPD

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