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217 Commercial St Suite 400, Portland, ME 04101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-06-03 |
| TX | RA | APPROVED | 2025-05-30 |
Branch Locations
217 Commercial St Suite 400, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portland Global Advisors, Llc | Portland | ME | 03/2025 | Present |
| Blake Hurley Mccallum & Conley | Westbrook | ME | 11/2000 | Present |
| The Swanson Group | Westbrook | ME | 01/2021 | 12/2021 |
| Lucky Catch Lobster | Portland | ME | 05/2022 | 10/2024 |
01/22-Present: Provide bookkeeping services (not investment-related) as a sole proprietor from my home located at 84 Summit Street, South Portland, ME 04106. I spend approximately 8-10 hours/month rendering these services and do not provide these services during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-30 |
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