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802 Stillwater Ave., Bangor, ME 04401-3614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-10-08 |
| TX | RA | APPROVED | 2025-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Means Wealth Management | Bangor | ME | 08/2025 | Present |
| Lebel & Harriman, Llp | Falmouth | ME | 05/2025 | 07/2025 |
| New England Environmental Finance Center | Portland | ME | 09/2024 | 05/2025 |
| Means Wealth Management | Bangor | ME | 05/2024 | 08/2024 |
| University Of Maine | Orono | ME | 01/2023 | 05/2024 |
| Saint Anselm College | Manchester | NH | 08/2020 | 12/2022 |
| Middle School & High School | Glenburn & Hampden | ME | 08/2015 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-05 |
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