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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-03-31 |
Branch Locations
190 Middle Street Suite 201 & 701, Portland, ME 04101-6423 • United States
Portland, ME • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hub International New England, Llc | Cumberland Foreside | ME | 08/2014 | 07/2020 |
| Commonwealth Financial Network | Waltham | MA | 09/2014 | 07/2020 |
| Fidelity Brokerage Services | Portland | ME | 07/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-68360|OrgNmn:Olive and Co Events|Org Addr:Portland,Maine,US|OBA Nature:Wedding Planning and Event Man|Invst Rel:N|Title:Independent Contractor|Duties:Assist with set up and tear down before, during, and after weddings.|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-07 |
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