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217 Commercial St Suite 400, Portland, ME 04101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2018-04-30 |
| TX | RA | APPROVED | 2018-04-27 |
Branch Locations
217 Commercial St Suite 400, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bowdoin College | Brunswick | ME | 04/2015 | 11/2017 |
| Portland Global Advisors | Portland | ME | 12/2017 | Present |
Limited partner in the Avid Leisurest LLC, an LLC that owns a condo. LLC is located at 56 South 3rd St., Brooklyn, NY 11249. Investor since 5/2017 - no management or professional responsibilities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-15 |
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