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Birchbrook CRD 105164
$296M regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
82 Columbia St, Bangor, ME 04401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-20 |
| MA | RA | APPROVED | 2023-02-09 |
| NY | RA | APPROVED | 2023-01-09 |
| ME | RA | APPROVED | 2023-01-03 |
| TX | RA | APPROVED_RES | 2022-12-06 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Private Bank | Portland | ME | 01/2009 | 12/2018 |
| Bangor Wealth Management | Bangor | ME | 01/2019 | 09/2022 |
| Birchbrook | Bangor | ME | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-03-05 |
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