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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-04-04 |
| TX | RA | APPROVED_RES | 2023-03-13 |
| ME | RA | APPROVED | 2023-03-07 |
Branch Locations
1 Monument Sq, Portland, ME 04101 • United States
900 Elm St, Manchester, NH 03101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors Inc. | Nashua | NH | 11/2014 | 09/2019 |
| Morgan Stanley | Bangor | ME | 09/2019 | 10/2022 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2019 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | ME | 10/2022 | Present |
| Bank Of America, N.A. | Portland | ME | 03/2023 | Present |
*435352- Real Estate; Investment related -Yes; Waterville, Maine; Real Estate; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 01/2018; During business hours: 0; After business hours: 3; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-25 |
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