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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-26 |
| MA | RA | APPROVED | 2026-04-23 |
| ME | RA | APPROVED | 2026-04-14 |
| NH | RA | APPROVED | 2026-04-14 |
Branch Locations
2 International Drive Suite 325, Portsmouth, NH 03801 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charter Oak Capital Management | Kennebunk | ME | 11/2015 | 03/2026 |
| Charter Oak Capital Management | Kennebunk | ME | 01/2025 | 03/2026 |
| Mercer Global Advisors Inc. | Portsmouth | NH | 04/2026 | Present |
1. Sunset Point Camps, LLC; Investment related; Madbury, NH; Real estate investment property; Owner and Co-Manager; 12/2024; 2 hours per month; Less than 1 hour per month during securities trading hours; Co-management of a real estate investment property. 2.Vacation rental property; Investment related; Rangeley, ME; Vacation rental property; Owner; 12/2024; 1 hour per month; Less than 1 hour per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-08 |
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