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4068 Rural Plains Circle Suite 170, Franklin, TN 37064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-07-01 |
Branch Locations
99 Fort Fairfield Rd Suite 3, Presque Isle, ME 04769 • United States
4068 Rural Plains Circle Suite 170, Franklin, TN 37064 • United States
5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2023-01-30 |
Branch Locations
99 Fort Fairfield Rd Ste 3, Presque Isle, ME 04769 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Advisory Services, Llc | Lincoln | NE | 01/2023 | Present |
| Stewardwell Llc | Presque Isle | ME | 07/2026 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 06/2018 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 08/2017 | Present |
| Thompson Financial Group | Presque Isle | ME | 10/2015 | Present |
1) Michael Marquis is dually registered as an Investment Advisor Representative ("IAR") with StewardWell LLC ("StewardWell") since 07/2026, with Ameritas Advisory Services, LLC ("AAS") since 01/2023 and as a Registered Representative ("RR") with Ameritas Investment Company, LLC ("AIC:") since 06/2018. Business is conducted from 99 Fort Fairfield Rd, Suite 3, Pesque Isle, ME, 04769. Approximately 90% of Mr. Marquis' time is dedicated to activities as an IAR of StewardWell and AAS, with the balance as an RR of AIC. 2) Thompson Financial Group; same as branch; inv rel; investments, insurance, estate planning, payroll; Agent; start date=10/2015; hrs/mo=160; trading hrs/mo=100; meet with clients to review their financial situations and to see if there is anything I can do ti improver their current situation to help them reach their goals. 3) Michael's Landscaping; same as residence; non-inv rel; plant flowers for people in the spring time as well as landscape with perennials and set up drip irrigation systems; Owner; start date=10/2019; hrs/mo=12; trading hrs/mo=0; buy flowers, soil, pots, and plant up pots as well as landscape around homes and camps, set up watering systems as well to water the perennials and annuals. 4) MaineLife; Portland, ME; non-inv rel; TV show that produces episodes that showcase Maine and everything related to vising and taking a vacation in Maine; Co-host; start date=05/2025; hrs/mo=8; trading hrs/mo=8; producer will have set business or activities that I will talk about in my episodes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-26 |
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