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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-06-29 |
| VA | RA | APPROVED | 2026-01-13 |
| FL | RA | APPROVED | 2024-03-26 |
| RI | RA | APPROVED | 2024-03-26 |
| MA | RA | APPROVED | 2021-05-25 |
| ME | RA | APPROVED | 2021-03-15 |
Branch Locations
6 State St. Ste 310, Bangor, ME 04401 • United States
6020 East Fulton, Ada, MI 49301 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cantella & Co., Inc. | Boston | MA | 04/2016 | 03/2021 |
| Usa Financial Securities | Ada | MI | 03/2021 | Present |
| Bangor Wealth Management | Bangor | ME | 04/2016 | Present |
1) BANGOR WEALTH MANAGEMENT - 6 STATE STREET SUITE 310, BANGOR, MAINE 04401. START DATE 04/08/2016. OWNER AND FINANCIAL ADVISOR . SALE OF INSURANCE AND ANNUITIES TO CLIENTS. INVESTMENT RELATED. 50 HOURS PER MONTH ARE DEVOTED TO BUSINESS. 3 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-31 |
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