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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| ME | RA | APPROVED | 2025-03-19 |
Branch Locations
155 Center Street Building G, Auburn, ME 04210 • United States
Scarborough, ME • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 08/2012 | 03/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 03/2019 |
| Charles Schwab & Co., Inc. | Portland | ME | 03/2019 | 03/2025 |
| Charles Schwab Bank | Portland | ME | 03/2019 | 03/2025 |
| Commonwealth Financial Network | Waltham | MA | 03/2025 | Present |
| Casco Bay Wealth Advisors | Brunswick | ME | 03/2025 | Present |
Fixed insurance sales; Located at 5 Fundy Road, Suite 2C, Falmouth, ME 04105, as of 02/10/2025; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-19 |
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