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77 Exchange St. Suite 302, Bangor, ME 04401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-01-29 |
| TX | RA | APPROVED | 2026-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Bangor | ME | 05/2011 | 01/2019 |
| Raymond James Financial Services, Inc. | Bangor | ME | 01/2019 | 11/2024 |
| Raymond James Financial Services Advisors, Inc. | Bangor | ME | 01/2019 | 11/2024 |
| Oldfield Wealth Partners, Llc | Bangor | ME | 09/2024 | 07/2025 |
| Mariner Platform Solutions | Overland Park | KS | 07/2025 | 01/2026 |
| Oldfield Wealth Partners, Llc | Bangor | ME | 01/2026 | Present |
1) 850 Broadway, LLC; Investment-related; Bangor, ME; Real estate holding company and development of real estate; Owner; start date - 10/2021; 5 hours per month during securities trading hours. 2) Oldfield Wealth Partners; Investment-related; Bangor, ME, Offering investment services through Mariner Platform Solutions; start date; 07/2025; 160 hours per month during securities trading hours. 3) Oldfield Wealth Partners, LLC; Investment-related; Bangor, ME; Insurance sales; Owner; Start date: 01/2019; 2 hrs/mo, 2 hrs/mo during securities trading. 4) I own land for real estate development. There are no commissions involved.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-18 |
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