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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-01-02 |
Branch Locations
130 Oak St Suite 3, Ellsworth, ME 04605 • United States
128 Broadway, Bangor, ME 04401 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vancegray Wealth Management, Inc. | Bangor | ME | 09/2012 | 03/2025 |
| Wealth Enhancement Group | Bangor | ME | 01/2025 | Present |
| Wealth Enhancement Advisory Services | Bangor | ME | 01/2025 | Present |
1.) Husson University Alumni Association. Bangor, ME 04401. Board member. Promote alumni engagement and network. Since June 2016. Apx 1 hour per month, 1 hour during trading hours. 2.) ASH BROKERAGE - INVESTMENT RELATED - FIXED INSURANCE - AGENT - START DATE: 01/01/2025 - 4 HOURS PER MONTH, 3 HOURS DURING TRADING HOURS - INSURANCE AND ANNUITY SALES WITH VARIOUS CARRIERS OFFERED VIA ASH BROKERAGE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-07 |
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