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66 Pearl Street, Suite 310, Portland, ME 04101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2021-10-01 |
| ME | RA | APPROVED | 2011-03-04 |
Branch Locations
66 Pearl Street, Suite 310, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| August Wealth Management, Llc | Portland | ME | 11/2010 | Present |
| Zeiders Enterprises | Woodbridge | VA | 12/2012 | 12/2018 |
| Blended Properties, Llc | Scarborough | ME | 03/2019 | Present |
| 1728 Washington, Llc | Scarborough | ME | 06/2019 | 12/2020 |
| J. Murphy Asset And Tax Management | Portland | ME | 08/2023 | Present |
1. BLENDED PROPERTIES, LLC; NON-INVESTMENT RELATED; 14 HIDDEN CREEK DR., SCARBOROUGH, ME 04074; REAL ESTATE DEVELOPMENT; MANAGING MEMBER; 03/2019; APPROXIMATELY 4 HOURS PER MONTH; CO-MANAGE PROPERTY DEVELOPMENT OF RESIDENTIAL REAL ESTATE INVESTMENTS. 2. J. MURPHY ASSET AND TAX MANAGEMENT; INVESTMENT RELATED; 306 BRIDGTON RD., WESTBROOK, ME 04092; INVESTMENT ADVISOR; INVESTMENT ADVISOR REPRESENTATIVE; APPROX. 40 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INVESTMENT ADVISOR REPRESENTATIVE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-17 |
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