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Gerrit Paul Petersons

Robinson Smith Wealth Advisors, LLC

South Portland, ME

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Current Employers
Robinson Smith Wealth Advisors, Llc

82 Running Hill Road Suite 205, South Portland, ME 04106 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2022-08-16
  • ME RA
    APPROVED
    Since 2022-08-16

Branch Locations

82 Running Hill Road Suite 205, South Portland, ME 04106 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Broad Cove Capital Cumberland Foreside ME 08/2019 10/2021
Cribstone Capital Management Cumberland ME 03/2019 08/2019
Adp El Paso TX 01/2016 02/2019
Marble Trail Advisors Cumberland Foreside ME 10/2021 07/2022
Robinson Smith Wealth Advisors, Llc Portland ME 07/2022 Present
  • 08/2019 → 10/2021
    Broad Cove Capital
    Cumberland Foreside, ME
  • 03/2019 → 08/2019
    Cribstone Capital Management
    Cumberland, ME
  • 01/2016 → 02/2019
    Adp
    El Paso, TX
  • 10/2021 → 07/2022
    Marble Trail Advisors
    Cumberland Foreside, ME
  • 07/2022 → Present
    Robinson Smith Wealth Advisors, Llc
    Portland, ME
Previous Registrations
  • 2021-10-28 → 2022-06-13
    Marble Trail Advisors
    Middlebury, VT
    Cumberland Foreside, ME
  • 2021-04-05 → 2021-11-08
    Broad Cove Capital
    Cumberland Foreside, ME
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-14
  • S65 Uniform Investment Adviser Law Examination
    2019-11-14
Designations
Other Names
  • Gerrit Petersons

View on SEC IAPD

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