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17199 Laurel Park Dr North Suite 220, Livonia, MI 48152 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-04-06 |
Branch Locations
17199 Laurel Park Dr. North Suite 220, Livonia, MI 48152 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Troy | MI | 07/2016 | 10/2017 |
| Tiaa | Ann Arbor | MI | 10/2017 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Ann Arbor | MI | 10/2017 | 11/2020 |
| Pacific Life Distributors | Newport Beach | CA | 02/2021 | 03/2022 |
| White Pine Investment Company | Livonia | MI | 03/2022 | Present |
Five Needles Estate Planning Services, PLLC is a professional LLC that will offer estate planning and document drafting services beginning 1/1/2023. I am the sole member and resident agent of the law firm. I conduct business from my home address at 16412 Aldrich Ct. Livonia, MI 48154. The expectation is I will spend approximately 8 hours per month on this endeavor and it won't diminish my capacity to serve my clients as their investment advisory representative. This outside business activity has been disclosed to the principals at White Pine Investment Co. on 12/7/2022 prior to engaging in the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-07 |
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