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802 Stillwater Ave., Bangor, ME 04401-3614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Public School | Lawrenceville | GA | 08/2015 | 05/2020 |
| Unemployed | Buford | GA | 05/2020 | 08/2020 |
| Syracuse University | Syracuse | NY | 08/2020 | 12/2021 |
| Banks Cafe | Banks | ID | 05/2021 | 08/2021 |
| Starbucks | Syracuse | NY | 09/2021 | 12/2021 |
| Teton Village Sports | Jackson | WY | 01/2022 | 04/2022 |
| Banks Cafe | Banks | ID | 05/2022 | 08/2022 |
| Doug's Hood River | Hood River | OR | 09/2022 | 12/2022 |
| University Of Georgia | Athens | GA | 01/2023 | 07/2025 |
| Clocked Diner | Athens | GA | 02/2023 | 05/2024 |
| Gratus Capital | Atlanta | GA | 06/2024 | 08/2024 |
| Stekoa Creek | Clayton | GA | 10/2024 | 09/2025 |
| Means Wealth Management | Greenville | SC | 09/2025 | Present |
| Colesport | Park City | UT | 09/2020 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-22 |
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