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8 Greenleaf Woods Dr. Suite 202, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-13 |
| ME | RA | APPROVED | 2014-05-01 |
| NH | RA | APPROVED | 2014-05-01 |
Branch Locations
8 Greenleaf Woods Dr. Suite 202, Portsmouth, NH 03801 • United States
38 Union Wharf, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Financial Planning | Portland | ME | 04/2014 | Present |
| Cornerstone Financial Planning | Portland | ME | 07/2022 | Present |
West Mountain Margarita LLC, Not Investment-Related, 6045 Reservoir Lane, Carrabassett Valley, ME, Nature of Business: Short-term rentals, Position - Managing Member/Owner, Start date: 08/25/2022, number of hours spent per month: 1 hour, number of hours spent during securities trading hours-0 hours. Duties: Managing AirBnb inquires, cleaning schedule, and representation at HOA.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-10-07 |
| S65 | Uniform Investment Adviser Law Examination | 2009-10-22 |
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