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Kennebunkport, ME • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-05-06 |
| ME | RA | APPROVED | 2025-12-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dynasty Financial Partners | New York | NY | 03/2010 | 12/2020 |
| Sonder Partners | Kennebunkport | ME | 01/2021 | Present |
| Dynasty Financial Partners | St Petersburg | FL | 12/2020 | 12/2021 |
AndSimpleApS, Non-Investment Related; And Simple ApS, Hojbro Plads 10, 1200 Copenhagen K, Denmark, CVR no. 38 57 76 70. And Simple ApS is a family office networking and consulting business. Strategic Advisor & Investor. August 15, 2023, 10 Hours Per Month - 2 During Trading Hours. Strategic advisor to the business' CEO, periodically accepts client engagements specific to Family Office Consulting Projects.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-25 |
| S66 | Uniform Combined State Law Examination | 2003-04-04 |
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