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Winslow, ME • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthy With Intention Llc | Winslow | ME | 01/2025 | Present |
| Resourcewise | Charlotte | NC | 10/2023 | Present |
| N/A | Winslow | ME | 04/2023 | 10/2023 |
| Resourcewise | Charlotte | NC | 01/2021 | 03/2023 |
| Packaging Corporation Of America | Wallula | WA | 11/2019 | 01/2021 |
| Packaging Corporation Of America | Wallula | WA | 01/2019 | 10/2019 |
| Packaging Corporation Of America | Wallula | WA | 05/2018 | 12/2018 |
| Packaging Corporation Of America | Wallula | WA | 06/2017 | 05/2018 |
| University Of Maine | Orono | ME | 09/2013 | 05/2017 |
1) - Name of other business: ResourceWise - Investment-related: no - Address: 15720 Brixham Hill Ave. Ste 550 Charlotte, NC 28277 - Nature of the other business: Business Intelligence and Strategic consulting for Forest Products, Chemicals, and Biofuels/Feedstocks industries - Position/title/duties: Consultant Analyst, provides data analysis and strategic consulting support for the pulp and paper industry and related firms. - Start date: 10/2023 - Approximate number of hours/month devoted to the other business: 50 hours/month - Number of hours devoted during trading securities hours: 50 hours/month 2) - Name of other business: Separate entity - Investment-related: No - Address: 19 N Garand Street, Winslow, ME 04901 - Nature of the other business: Provides general financial education seminars - Position/title/duties: Owner - Start date: 2025 - Approximate number of hours/month devoted to the other business: 7.5 - Number of hours devoted during securities trading hours: 7.5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-27 |
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