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217 Commercial St Suite 400, Portland, ME 04101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-02-19 |
| TX | RA | APPROVED | 2026-01-07 |
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 | 02/2025 | Present |
| Stone Coast Fund Services | Portland | ME | 11/2020 | 01/2025 |
| Kingsley Pines Camp | Raymond | ME | 06/2020 | 08/2020 |
| Wex | Lewiston | ME | 05/2019 | 05/2020 |
| Bates College | Lewiston | ME | 09/2018 | 05/2019 |
| Bates College | Lewiston | ME | 01/2018 | 05/2018 |
| Bates College | Lewiston | ME | 09/2019 | 05/2020 |
| Bates College | Lewiston | ME | 09/2017 | 05/2018 |
| Bates College | Lewiston | ME | 08/2016 | 05/2017 |
| Kingsley Pines Camp | Raymond | ME | 06/2017 | 08/2017 |
| J.CRew | Freeport | ME | 09/2020 | 10/2020 |
| Kingsley Pines Camp | Raymond | ME | 06/2018 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-07 |
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