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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-08-28 |
Branch Locations
8222 N Government Way, Hayden, ID 83835 • United States
Redondo Beach, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Coeur D'ALene | ID | 03/2015 | Present |
| Financial Advocates Investment Management | Redondo Beach | CA | 11/2017 | 08/2025 |
1. 3/10/2015 - White Pine Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/14/2014 - Time Spent 40%. 2. 12/5/2017 - White Pine Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 11/28/2017 - 140 Hours Per Month During Securities Trading. 3. 12/5/2017 - Financial Advocates Investment Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 11/28/2017 - 140 Hours Per Month During Securities Trading - I provide administrative support to Financial Advocates Investment Management, an independent investment advisor firm. I started this business activity in 11/2017. I expect to spend approximately 140 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 12/5/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Other-notary - Started 09/19/2017 - 0 Hours Per month - Notary, Lynn Parody. 5. 09/01/2021 - Parody Real Estate LLC - Investment Related - Post Falls, ID 83854 - Real Estate Rental - Start Date: 09/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading - Renting my house. 6. 06/07/2022 - White Pine Wealth Management - DBA:White Pine Wealth - Investment Related - At Reported Business Location(s) - Start Date - 03/10/2015 - 160 Hours Per Month/ 110 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-02 |
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