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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-03-02 |
| ME | RA | APPROVED | 2002-10-01 |
Branch Locations
30 Donald B Dean Drive, South Portland, ME 04106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hub International New England, Llc | South Portland | ME | 10/2016 | Present |
| Commonwealth Financial Network | Waltham | MA | 11/2001 | Present |
| Hub International Investment Services, Inc. | South Portland | ME | 10/2020 | Present |
| Norton Financial | Cumberland Foreside | ME | 11/2001 | 10/2016 |
1. Fixed insurance sales, as an Agent; As of 1989; Approximately 15% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Control Relationship, Pond Meadow HOA (Non-Profit). Board Member, Pond Meadow HOA; Located in Yarmouth, ME, as of 2/22/2022; 0% time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-10 |
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