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70 Center Street 2Nd Floor, Portland, ME 04101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2023-11-20 |
Branch Locations
70 Center Street 2Nd Floor, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aries Wealth Management Llc | Portland | ME | 03/2021 | Present |
| Whole Foods Market | Portland | ME | 04/2020 | 03/2021 |
| Td Bank | Falmouth | ME | 05/2019 | 03/2021 |
| Owl & Elm Pub | Yamouth | ME | 06/2019 | 11/2020 |
| Burton's Grill & Bar | South Windsor | CT | 11/2017 | 05/2019 |
| Maggie Mcfly's Restaurant | Manchester | CT | 10/2014 | 11/2017 |
| University Of Connecticut | Storrs | CT | 05/2011 | 05/2018 |
1) Maine Resident Insurance Producer, Life and Health Insurance; investment-related; 183 Middle Street Suite 4B, Portland, Maine 04101; licensed insurance agent/broker; 2020.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-13 |
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