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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-03-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 11/2011 | 01/2019 |
| Bank Of America, N.A. | Belfast | ME | 02/2012 | 10/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 11/2025 | Present |
| Camden National Bank | Camden | ME | 10/2023 | 10/2025 |
| Hannaford | Camden | ME | 10/2023 | 10/2025 |
| First National Bank | Damariscotta | ME | 11/2025 | Present |
| Cetera Investment Advisors Llc | Damariscotta | ME | 03/2026 | Present |
FIXED INSURANCE SOLD THROUGH FIRST NATIONAL AND JBC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-27 |
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