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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southington High School Student | Southington | CT | 06/2016 | 03/2019 |
| Ymca | Southington | CT | 03/2019 | 07/2019 |
| University Of Maine | Orono | ME | 08/2019 | 05/2026 |
| University Of Maine | Orono | ME | 06/2024 | 08/2024 |
| Northpoint Financial Llc | Brewer | ME | 06/2024 | Present |
| Paradise Shop N Save | Brewer | ME | 03/2026 | Present |
| Hannaford | Brewer | ME | 02/2026 | Present |
| Royal Fund Management, Llc | Lady Lake | FL | 06/2026 | Present |
1. 2/2026 Hannaford; Grocery Stocker; Retail Grocery Store; 383 Wilson St Brewer, ME 04412; Not Investment Related; Approximately- 80 Hours per month; 0 Hours during security trading hours; Stocking shelves, rotating product inventory, and organizing store areas._ 2. 3/2026 Paradise Shop n Save; Cashier; Retail Grocery Store; 397 N Main St Brewer, ME 04412; Not Investment Related; Approximately 50 hours per month; 15 Hours during trading hours; Processing customer transactions, handling cash and payments, and performing customer service. _ 3. 6/2024 NorthPoint Financial LLC; 1099 Administrative Assistant; Financial Services Company; 165 State St, Brewer, ME 04412; Investment-Related; Approximately 30 hours per month; 20 Hours during trading hours; Providing administrative support, including scheduling, document management, and general office tasks. This role does not involve providing investment advice or executing securities transactions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-10 |
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