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Paulette Wheeler Wolfe

Whitegate Investment Counselors, Inc.

Concord, NH

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Current Employers
Whitegate Investment Counselors, Inc.

143 North Main Street Suite 203, Concord, NH 03301 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-07-09
NH RA APPROVED 2007-01-01
  • TX RA
    APPROVED_RES
    Since 2024-07-09
  • NH RA
    APPROVED
    Since 2007-01-01

Branch Locations

143 North Main Street Suite 203, Concord, NH 03301 • 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
OrganizationCityStateFromTo
Whitegate Investment Counselors, Inc. Concord NH 10/1995 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-12-22
  • S65 Uniform Investment Adviser Law Examination
    2006-12-22
Other Names
  • Paulette Lynn Wheeler
  • Paulette Lynn Wolfe

View on SEC IAPD

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KATHERINE ROSE KIPPEN
Evan Basil Makris

Other Offices

UBS FINANCIAL SERVICES INC. · CONCORD, NH
FOCUS PARTNERS WEALTH, LLC · Concord, NH
EDWARD JONES · CONCORD, NH
MARINER · Concord, NH
MARINER · Concord, NH
BROOKSTONE CAPITAL MANAGEMENT LLC · Concord, NH
RBC CAPITAL MARKETS, LLC · CONCORD, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Concord, NH

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