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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 | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackburn Financial | Westbrook | ME | 11/2021 | Present |
| Spinnaker Trust | Portland | ME | 04/2005 | 10/2021 |
| Avantax Advisory Services | Westbrook | ME | 06/2024 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
RENTAL PROPERTIES POSITION: Owner NATURE: Own two residential rental properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/04/2003 ADDRESS: 94 Woodfield Rd, Portland ME 04102, United States DESCRIPTION: Pay bills and get maintenance performed when needed. Hire and consult with property manager regarding selecting tenants and when maintenance as well as improvements should be done/performed by outside contractors. Also, consult with property manager to resolve any possible tenant issues. BLACKBURN FINANCIAL POSITION: Financial Advisor NATURE: We offer tax preparation, tax planning, tax consulting, bookkeeping, retirement planning and financial planning services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 100 START DATE: 11/29/2021 ADDRESS: 23 Bridgton Rd, Suite 5, Westbrook ME 04092, United States DESCRIPTION: Prepare and review tax returns, meet with clients, recommend investments, recommend other suitable financial products, review investment performance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-18 |
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