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Wellesley, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2021-03-05 |
Branch Locations
108 State Street, Bangor, ME 04401 • United States
Wellesley, MA • United States
136 Commercial Street Suite 301, Portland, ME 04101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2021-02-17 |
Branch Locations
136 Commercial Street Suite 301, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guidance Point Retirement Services, Llc | Bangor | ME | 03/2019 | Present |
| The Advertising Specialists Of Maine | Bangor | ME | 05/2017 | 03/2019 |
| Northern Light Health (Formerly Eastern Maine Healthcare System) | Brewer | ME | 01/2017 | 04/2017 |
| Husson University | Bungor | ME | 09/2014 | 12/2016 |
| Guidance Point Retirement Services, Llc | Bangor | ME | 03/2016 | 10/2016 |
| Guidance Point Retirement Services, Llc | Bangor | ME | 01/2021 | Present |
| Guidance Point Advisors, Llc | Bangor | ME | 02/2021 | Present |
1) Guidance Point Retirement Services, LLC; Bangor, ME; Investment Related; 01/2021- Investment Adviser Representative 03/2019 - Investment Operations Analyst; Provide investment advice to clients; Spends Approximately 70% of professional time with GPRS 2) Guidance Point Advisors, LLC; Bangor, ME; Investment Related; 02/2021 Investment Adviser Representative/Investment Consultant; Provide investment advice to clients; Spends Approximately 30% of professional time with GPA;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-06 |
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