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Current Employers
Guidance Point Retirement Services, Llc

136 Commercial Street Suite 301, Portland, ME 04101 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2025-02-28
  • ME RA
    APPROVED
    Since 2025-02-28

Branch Locations

136 Commercial Street Suite 301, Portland, ME 04101 • 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
Fujifilm Dimatix Etna NH 01/2015 02/2017
Unemployed Atkinson ME 02/2017 11/2017
Okemo Mountain Resort Ludlow VT 11/2017 04/2018
Seasonally Unemployed Atkinson ME 04/2018 11/2018
Okemo Mountain Resort Ludlow VT 11/2018 04/2019
Seasonally Unemployed Atkinson ME 04/2019 11/2019
Vail Resorts Ludlow VT 11/2019 04/2020
Unemployed Atkinson ME 04/2020 10/2022
Ottos Full Service Piermont NY 10/2022 04/2023
Flower Foods Company Holden ME 06/2023 08/2023
University Of Maine Orono Orono ME 08/2023 10/2023
Black Bear Brewery Orono ME 10/2023 12/2023
Guidance Point Retirement Services, Llc Bangor ME 02/2024 09/2024
Guidance Point Retirement Services, Llc Bangor ME 09/2024 Present
  • 01/2015 → 02/2017
    Fujifilm Dimatix
    Etna, NH
  • 02/2017 → 11/2017
    Unemployed
    Atkinson, ME
  • 11/2017 → 04/2018
    Okemo Mountain Resort
    Ludlow, VT
  • 04/2018 → 11/2018
    Seasonally Unemployed
    Atkinson, ME
  • 11/2018 → 04/2019
    Okemo Mountain Resort
    Ludlow, VT
  • 04/2019 → 11/2019
    Seasonally Unemployed
    Atkinson, ME
  • 11/2019 → 04/2020
    Vail Resorts
    Ludlow, VT
  • 04/2020 → 10/2022
    Unemployed
    Atkinson, ME
  • 10/2022 → 04/2023
    Ottos Full Service
    Piermont, NY
  • 06/2023 → 08/2023
    Flower Foods Company
    Holden, ME
  • 08/2023 → 10/2023
    University Of Maine Orono
    Orono, ME
  • 10/2023 → 12/2023
    Black Bear Brewery
    Orono, ME
  • 02/2024 → 09/2024
    Bangor, ME
  • 09/2024 → Present
    Bangor, ME
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-12
  • S65 Uniform Investment Adviser Law Examination
    2025-02-12

View on SEC IAPD

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