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Port Clyde, ME • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2010-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marshall Point Advisors Llc | Salem | MA | 03/2007 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-01 |
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