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Evelyn Shirley Blum

Marshall Point Advisors LLC

Port Clyde, ME

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Current Employers
Marshall Point Advisors Llc

Port Clyde, ME • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2010-12-16
  • ME RA
    APPROVED
    Since 2010-12-16

Branch Locations

Port Clyde, ME • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Marshall Point Advisors Llc Salem MA 03/2007 Present
Other Businesses

Ms. Blum is an owner of Steve Thomas Builders, with her husband, Steve Thomas. Steve Thomas Builders is located at 864 Port Clyde Road, Port Clyde, ME 04855 and is a general contractor and builder. Ms. Blum has been the bookkeeper since January, 2018 and devotes less than 4 hours a week to this business, none of which occur during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-05-01
  • S65 Uniform Investment Adviser Law Examination
    2007-05-01

View on SEC IAPD

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