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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-14 |
| ME | RA | APPROVED | 2025-03-31 |
| MA | RA | APPROVED | 2025-03-31 |
| NH | RA | APPROVED | 2025-03-31 |
Branch Locations
190 Middle Street Suite 201 & 701, Portland, ME 04101-6423 • United States
Yarmouth, ME • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 02/2016 | 02/2019 |
| Valmark Advisers, Inc. | Akron | OH | 03/2016 | 02/2019 |
| Fidelity Brokerage Services Llc | Portland | ME | 02/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-61314|OrgNmn:Make-A-Wish Maine|Org Addr:Scarboroug,Maine,US|OBA Nature:Granting wishes to Maine child|Invst Rel:N|Title:Board Member, Finance Committee M|Duties:Attend board meetings, fundraise, participate in events for the Organization|StrtDt:07-26-21|TotHrs/mon:4|TrdHrs/mon:2|OBA-12372|OrgNmn:Delivering Holistic Wellness, LLC|Org Addr:Yarmouth,Maine,US|OBA Nature:Health Coaching|Invst Rel:N|Title:Sole Proprietor|Duties:Health coaching for women - specifically, nutrition, supplements, exercise, lifestyle|StrtDt:04-08-19|TotHrs/mon:2|TrdHrs/mon:0|OBA-12256|OrgNmn:Casco Bay Movers Dance Studio|Org Addr:Portland,Maine,US|OBA Nature:Dance Instruction|Invst Rel:N|Title:Independent Contractor|Duties:Teaching dance classes|StrtDt:02-14-19|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-15 |
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