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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-02-03 |
Branch Locations
62 Us Route One Suite 102, Cumberland Foreside, ME 04110 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Captrust Financial Partners | Raleigh | NC | 05/2022 | 03/2025 |
| North Carolina State University | Raleigh | NC | 09/2019 | 04/2022 |
| Daybreak Financial Partners | Portland | ME | 04/2025 | 10/2025 |
| Walgreens | Hillsborough | NC | 09/2017 | 08/2019 |
| North Carolina State University | Raleigh | NC | 08/2019 | 06/2022 |
| Durham Technical Community College | Durham | NC | 08/2017 | 05/2019 |
| East Chapel Hill High School | Chapel Hill | NC | 08/2014 | 06/2017 |
| Commonwealth Financial Network | Waltham | MA | 10/2025 | Present |
| Daybreak Financial Partners | Portland | LA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-23 |
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