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One Monument Square Suite 501, Portland, ME 04101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-07-02 |
Branch Locations
One Monument Square Suite 501, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penobscot Financial Advisors | Portland | ME | 12/2024 | Present |
| Cross Insurance | Bangor | ME | 09/2024 | 12/2024 |
| Bonney Staffing | Bangor | ME | 01/2024 | 09/2024 |
| Machias Savings Bank | Ellsworth | ME | 09/2021 | 05/2022 |
| University Of Maine | Orono | ME | 09/2019 | 05/2021 |
| R&D Group | Addis Ababa | 09/2018 | 06/2019 | |
| Unemployed | Old Town | ME | 05/2021 | 08/2021 |
| Unemployed | Ellsworth | ME | 05/2022 | 12/2023 |
| Unity University | Addis Ababa | 02/2014 | 07/2017 | |
| Business School Lausanne | Chavannes-Près-Renens | 09/2017 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-14 |
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