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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2023-07-04 |
| NH | RA | APPROVED | 2023-06-30 |
Branch Locations
One Monument Square Suite 601, Portland, ME 04101 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portland Integritas Advisors, Llc | Portland | ME | 09/2017 | 04/2018 |
| Portland Integritas Advisors, Llc | Portland | ME | 05/2018 | 12/2019 |
| University Of Southern Maine | Portland | ME | 09/2016 | 05/2017 |
| Mba Painting | Husdon | MA | 06/2017 | 08/2017 |
| University Of Southern Maine | Portland | ME | 09/2017 | 05/2018 |
| Portland Integritas Advisors, Llc | Portland | ME | 01/2020 | 04/2021 |
| Vigilant Capital Management, Llc | Portland | ME | 05/2021 | 06/2023 |
| Hightower Advisors, Llc | Portland | ME | 06/2023 | Present |
Maine Estate Planning Council; Investment Related - No; Board Member; Start Date - 07/2025; Approximately 5 hours per month with 0 hours during securities trading hours; Organize the annual calendar of educational and social events for the group.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-10 |
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