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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2019-03-25 |
Branch Locations
One City Center 10Th Floor, Portland, ME 04101 • United States
New Gloucester, ME • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Portland | ME | 11/2018 | Present |
| Ameriprise Financial | Portland | ME | 08/2018 | 11/2018 |
| Atlantic Fund Services | Portland | ME | 06/2016 | 08/2018 |
1) Name of Business: Triangle Lodge No. 1, A.F. & A.M../ Address: 415 Congress St Portland MaineUnited States./ Investment Related: No./ Nature: Triangle Lodge has been a landmark in the greater Portland community since 1762. We exist to build a community of men dedicated to supporting and encouraging one another, to support our community, and work toward the betterment of mankind./ Role: Member of a committee with management / supervisor functions./ Duty: Finance Committee member./ Start Date: 1/1/2022./ Time Required: No.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-11 |
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