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Belgrade, ME • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-03-12 |
| NH | RA | APPROVED | 2026-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | 245 Summer St | MA | 09/2022 | 05/2023 |
| Central Intelligence Agency | Washington | DC | 08/2012 | 09/2022 |
| None. Homemaker | Yarmouth | ME | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-12 |
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