Michelle Crandall Robinson

Current Employers

The Pines Wealth Management, Llc

325 W. Pennsylvania Ave Ste E, Southern Pines, NC 28387 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-07-26
NC	RA	APPROVED	2024-03-28

TX RA
APPROVED

Since 2024-07-26
NC RA
APPROVED

Since 2024-03-28

Branch Locations

325 W. Pennsylvania Ave Ste E, Southern Pines, NC 28387 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pinehurst	NC	12/2014	03/2024
Bank Of America, N.A.	Pinehurst	NC	08/2018	03/2024
The Pines Wealth Management, Llc	Southern Pines	NC	03/2024	Present
Purshe Kaplan Sterling Investments, Inc.	Albany	NY	02/2024	Present

12/2014 → 03/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pinehurst, NC
08/2018 → 03/2024

Bank Of America, N.A.

Pinehurst, NC
03/2024 → Present

The Pines Wealth Management, Llc

Southern Pines, NC
02/2024 → Present

Purshe Kaplan Sterling Investments, Inc.

Albany, NY

Previous Registrations

2016-03-29 → 2024-04-01

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pinehurst, NC

Other Businesses

1) The Pines Wealth Mgmt, LLC. Investment Related. At registered location. RIA. IAR. 03/2024. Hrs/month 160 all during trading hours. Advise clients on assets.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-03-28

S66 Uniform Combined State Law Examination

2016-03-28

Designations

Other Names

Michelle Elizabeth Crandall
Shelly Elizabeth Crandall
Shelly Crandall Robinson

View on SEC IAPD