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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-25 |
| ME | RA | APPROVED | 2017-10-26 |
Branch Locations
4 City Center 2Nd Floor, Portland, ME 04101 • United States
Brunswick, ME • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Portland | ME | 02/2010 | 05/2017 |
| Charles Schwab Bank | Portland | ME | 02/2010 | 05/2017 |
| Lpl Financial, Llc | Manchester | ME | 06/2017 | 06/2017 |
| Tiaa-Cref Individual & Institutional Services, Llc | Portland | ME | 10/2017 | Present |
| Tiaa | Portland | ME | 10/2017 | Present |
| Unemployed | Brunswick | ME | 06/2017 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-16 |
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