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802 Stillwater Ave., Bangor, ME 04401-3614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2019-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Means Wealth Management | Bangor | ME | 02/2019 | 05/2019 |
| Penobscot Community Health Care | Bangor | ME | 08/2018 | 02/2019 |
| Northern Light Health | Brewer | ME | 04/2014 | 07/2018 |
| Means Wealth Management | Bangor | ME | 05/2019 | 09/2021 |
| Means Wealth Management | Bangor | ME | 09/2021 | Present |
CORPORATOR; MACHIAS SAVINGS BANK; INVESTMENT RELATED: YES; 4 CENTER STREET MACHIAS ME 04654 USA; MACHIAS SAVINGS BANK PROVIDES TO ITS CUSTOMERS BANKING SERVICES, INCLUDING BANKING, LENDING AND CASH MANAGEMENT, AND CERTAIN WEALTH MANAGEMENT SERVICES (IRAS).; GOODWILL AMBASSADOR AND PROVIDING INSIGHTS INTO MY REGION WHEN CALLED UPON.; START DATE: 2022-05-27; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 1; HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 0; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-22 |
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