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One Monument Square Suite 501, Portland, ME 04101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-04-17 |
| NH | RA | APPROVED | 2026-04-17 |
Branch Locations
One Monument Square Suite 501, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clarks Summit University | Clarks Summit | PA | 08/2016 | 05/2018 |
| Get It Gone | Bedford | NH | 05/2017 | 08/2017 |
| Chick Fil A | Nashua | NH | 06/2018 | 09/2018 |
| Todd Wilkins Landscaping And Tree Removal | Mont Vernon | NH | 05/2018 | 10/2018 |
| Penobscot Financial Advisors | Portland | ME | 04/2026 | Present |
| Fidelity Investments | Merrimack | NH | 10/2018 | 09/2019 |
| Fidelity Investments | Merrimack | NH | 09/2019 | 09/2020 |
| Fidelity Investments | Nashua | NH | 09/2020 | 01/2022 |
| Fidelity Investments | Nashua | NH | 01/2022 | 07/2022 |
| Fidelity Investments | Portland | NH | 07/2022 | 08/2024 |
| Fidelity Investments | Portland | ME | 08/2024 | 04/2026 |
OBA-123895|OrgNmn:Arnies Alley Homeowners Assocation|Org Addr:Westbrook,Maine,US|OBA Nature:Homeowners Assocation|Invst Rel:N|Title:Officer|Duties:Treasurer - ensuring HOA bills are paid. Authorized on HOAs bank account|StrtDt:10-08-25|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-18 |
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