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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-08-14 |
Branch Locations
1 Portland Square, Suite 500, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. M. Payson & Co. | Portland | ME | 02/1999 | 07/2026 |
| Corient Services Llc | Miami | FL | 07/2026 | Present |
| Corient | Portland | ME | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-03-05 |
| S65 | Uniform Investment Adviser Law Examination | 1995-12-20 |
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