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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2023-02-21 |
| TX | RA | APPROVED | 2023-02-17 |
Branch Locations
1252 Main St, Sanford, ME 04073 • United States
92 Rock Row, Westbrook, ME 04092 • United States
520 Main St, Saco, ME 04072 • United States
1 Hannaford D,, Scarborough, ME 04074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwfs Equities, Inc. | Andover | MA | 12/2015 | 11/2017 |
| Fidelity Brokerage Services Llc | Portland | ME | 11/2017 | 10/2022 |
| Fidelity Personal And Workplace Advisors | Portland | ME | 07/2018 | 10/2022 |
| Pruco Securities, Llc | Portland | ME | 11/2022 | 02/2023 |
| Prudential Insurance Company Of America | Portland | ME | 11/2022 | 02/2023 |
| Strategic Advisers Llc | Merrimack | NH | 05/2018 | 07/2018 |
| Fidelity Investments | Portland | ME | 11/2017 | 10/2022 |
| Empower | Andover | MA | 12/2015 | 11/2017 |
| Congress Street Financial Group | Portland | ME | 11/2022 | 02/2023 |
| Jp Morgan Chase Bank, N.A. | Yarmouth | ME | 02/2023 | 03/2024 |
| Jp Morgan Securities, Llc | Yarmouth | ME | 02/2023 | 03/2024 |
| Jp Morgan Chase Bank, N.A. | Westbrook | ME | 03/2024 | Present |
| Jp Morgan Securities, Llc | Westbrook | ME | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-14 |
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