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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-01-02 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
128 Broadway, Bangor, ME 04401 • United States
130 Oak St Suite 3, Ellsworth, ME 04605 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vancegray Wealth Management, Inc. | Bangor | ME | 11/2015 | 03/2025 |
| Wealth Enhancement Group | Bangor | ME | 01/2025 | Present |
| Wealth Enhancement Advisory Services | Bangor | ME | 01/2025 | Present |
Hewins Drive Realty, LLC. Blue Hill, ME - Real estate investment LLC. Administrative duties and recordkeeping. Apx 4 hours per month, none during trading hours. Court-appointed conservator. Ellsworth, ME. Assists in handling financial matters including paying invoices on behalf of the client. Apx 2 hours per month, all during trading hours. Blue Hill YMCA. Ellsworth, ME - Volunteer Advisory Committee member. Apx 1 hour per month, none during trading hours. Ash Brokerage - Investment Related - Fixed Insurance - Agent - Start Date: 01/01/2025 - 2 hours per month, 2 hours during trading hours - insurance and annuity sales with various carriers offered via Ash Brokerage.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-07 |
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