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136 Commercial Street Suite 301, Portland, ME 04101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-02-28 |
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 |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-12 |
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