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Middlebury, VT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-06-02 |
Branch Locations
106 Lafayette Street Suite B, Yarmouth, ME 04096 • United States
Middlebury, VT • United States
North Berwick, ME • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-10-01 |
| ME | RA | APPROVED | 2025-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silver Birch Financial Llc | Yarmouth | ME | 06/2026 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2015 | 08/2018 |
| Cribstone Capital Management | Brunswick | ME | 04/2015 | 08/2018 |
| Raymond James & Associates | Portsmouth | NH | 09/2018 | 08/2019 |
| Broad Cove Capital | Cumberland Foreside | ME | 08/2019 | 10/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2020 | 10/2021 |
| Marble Trail Advisors | Yarmouth | ME | 10/2021 | 10/2022 |
| Aries Wealth Management, Llc | Portland | ME | 10/2022 | 04/2025 |
| Dirigo Financial Llc | North Berwick | ME | 04/2025 | Present |
1. Dirigo Financial LLC; Investment-Related; North Berwick, ME; Investment Advisor; President/Chief Compliance Officer; 4/2025; 100 hrs/mo; 8 hrs/mo during securities trading hours; Duties are investment advisor related. 2. Silver Birch Financial LLC: Investment-Related; Yarmouth, ME; Investment Advisor; Investment Adviser Representative; 6/2026; 32 hrs/mo; 32 hrs/mo during securities trading hours; Duties are investment adviser related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-20 |
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