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22 Monument Square Suite 300, Portland, ME 04101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-07-25 |
| VT | RA | APPROVED | 2025-07-24 |
| TX | RA | APPROVED | 2025-07-23 |
Branch Locations
22 Monument Square Suite 300, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life Group | Montpelier | VT | 04/2008 | 06/2023 |
| H M Payson & Co | Portland | ME | 09/2023 | 04/2025 |
| Great Diamond Partners, Llc | Portland | ME | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-28 |
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