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Scarborough, ME • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-05 |
| TX | RA | APPROVED | 2026-02-27 |
| ME | RA | APPROVED | 2026-02-19 |
| IA | RA | APPROVED | 2025-11-06 |
| NH | RA | APPROVED | 2025-11-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 03/2021 | 07/2021 |
| Surgi-Care Inc. | Waltham | ME | 01/2020 | 05/2020 |
| Maine Real Estate Commission | Augusta | ME | 03/2017 | 03/2021 |
| Three Pines Hospitality Group | Ogunquit | ME | 07/2016 | 03/2021 |
| The Front Porch Piano Bar | Ogunquit | ME | 06/2016 | 10/2017 |
| Sweet Peas Ice Cream | Ogunquit | ME | 06/2015 | 10/2017 |
| University Of Southern Maine | Portland | ME | 05/2018 | 06/2020 |
| University Of Maine | Orono | ME | 01/2018 | 05/2018 |
| Southern Maine Community College | South Portland | ME | 09/2017 | 12/2017 |
| Withum Smith And Brown | Woburn | MA | 06/2022 | 06/2023 |
| Three Pines Hospitality Group | Ogunquit | ME | 04/2019 | 05/2022 |
| J.P. Morgan Securities Llc | Boston | MA | 07/2023 | 10/2025 |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 07/2023 | 10/2025 |
| Conscious Capital, Llc | Scarborough | ME | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-01 |
| S66 | Uniform Combined State Law Examination | 2021-07-08 |
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