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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thomas Point Beach & Campground | Brunswick | ME | 06/2016 | 08/2017 |
| Cutting Edge Landscape | Topsham | ME | 06/2018 | 08/2018 |
| Portland Pie Company | Brunswick | ME | 05/2019 | 09/2020 |
| Pepper's Landing | Brunswick | ME | 07/2020 | 12/2020 |
| Starbucks | Brunswick/Bangor | ME | 07/2022 | 11/2022 |
| Dingley Cove Oysters | Harpswell | ME | 04/2018 | 07/2023 |
| Bank Of America | Scarborough | ME | 07/2023 | 06/2024 |
| Bank Of America | South Portland | ME | 06/2024 | 07/2025 |
| Lebel & Harriman Retirement Advisors | Falmouth | ME | 08/2025 | Present |
| Brunswick Highschool | Brunswick | ME | 09/2014 | 06/2018 |
| University Of Maine | Orono | ME | 09/2018 | 07/2023 |
| Valmark Securities, Inc. | Akron | OH | 01/2026 | Present |
| Valmark Advisers, Inc. | Akron | OH | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-31 |
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