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Helen Elizabeth Andreoli

Great Diamond Partners, LLC

Portland, ME

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Current Employers
Great Diamond Partners, Llc

22 Monument Square Suite 300, Portland, ME 04101 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-11-02
ME RA APPROVED 2019-05-09
  • TX RA
    APPROVED_RES
    Since 2023-11-02
  • ME RA
    APPROVED
    Since 2019-05-09

Branch Locations

22 Monument Square Suite 300, Portland, ME 04101 • 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
Ubs Financial Services Inc. Portland ME 11/2011 05/2019
Great Diamond Partners Llc Portaland ME 05/2019 Present
Previous Registrations
Other Businesses

1) Independent Licensed Insurance Agent/ Portland, Maine/ Non - Investment Related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-07-21
  • S66 Uniform Combined State Law Examination
    2000-07-21
Designations
Other Names
  • Helen Elizabeth Leadley
  • Helen Elizabeth Andreoli

View on SEC IAPD

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