Best Investors
Account
Sign in
Best Investors
Account
Sign in
36 Maplewood Ave, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Boston | MA | 03/2018 | 06/2020 |
| Lake Street Advisors | Portsmouth | NH | 06/2020 | 03/2022 |
| Ubs Financial Services Inc. | Boston | MA | 03/2016 | 03/2018 |
| Lake Street Advisors | Portsmouth | NH | 04/2022 | 12/2022 |
| Lake Street Advisors | Portsmouth | NH | 01/2023 | 03/2024 |
| Wolf Pine Capital Llc | Portsmouth | NH | 03/2024 | Present |
Wolf Pine Bookkeeping LLC is a bookkeeping business located at 36 Maplewood Ave, Portsmouth, NH 03801 that provides bookkeeping and related services to businesses and individuals. The business is not investment-related. Peter Ankeny is the owner of Wolf Pine Bookkeeping LLC and began this activity in August 2026. He devotes approximately 15 hours per month to the business, of which approximately 5 hours occur during securities trading hours. His duties include managing the business, client onboarding and communication, maintaining client bookkeeping records, account reconciliation, financial reporting, and other related bookkeeping services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-25 |
Reach out to this advisor