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802 Stillwater Ave., Bangor, ME 04401-3614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2017-01-20 |
Branch Locations
802 Stillwater Ave., Bangor, ME 04401-3614 • United States
325 Augusta Street, Greenville, SC 29601 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Greenville | SC | 01/2016 | 12/2016 |
| Advantage Investment Mgnt Llc | Greenville | SC | 01/2016 | 12/2016 |
| Means Wealth Management | Bangor | ME | 01/2017 | 12/2021 |
| Means Wealth Management | South Carolina | ME | 12/2021 | Present |
Partner; AJBB LLC; investment related: Yes; Location: 188 Chapman Rd. Greenville SC 29605 USA; Description of the business: Myself, along with three other individuals pooled assets together to start a Real Estate Investment LLC. with the intent to buy and sell homes, for profit, or utilize the homes for income streams for rent. Start date with business: 2018-10-18; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-19 |
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