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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED_RES | 2025-01-02 |
Branch Locations
130 Oak St Suite 3, Ellsworth, ME 04605 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
128 Broadway, Bangor, ME 04401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vance Gray Wealth Management, Inc | Bangor | ME | 12/2006 | 03/2025 |
| Graystone Insurance | Bangor | ME | 07/2013 | 12/2024 |
| Wealth Enhancement Group | Bangor | ME | 01/2025 | Present |
| Wealth Enhancment Advisory Services | Bangor | ME | 01/2025 | Present |
1.) 128 BROADWAY, LLC - BANGOR, ME. REAL ESTATE. OWNS OFFICE BUILDING. 5 HOURS PER MONTH, 3 HOURS DURING TRADING HOURS. 2.) ASH BROKERAGE - INVESTMENT RELATED - FIXED INSURANCE - AGENT - START DATE: 01/01/2025 - 2 HOURS PER MONTH, 2 HOURS DURING TRADING HOURS - INSURANCE AND ANNUITY SALES WITH VARIOUS CARRIERS OFFERED VIA ASH BROKERAGE. 3.) PHILLIPS WAY ROAD ASSOCIATION – NON-INVESTMENT RELATED – ELLSWROTH, ME - DIRECTOR – START DATE: 01/2025 – 1 HOUR SPENT PER MONTH, 0 HOURS SPENT DURING TRADING HOURS - I SIT ON THE BOARD OF OUR LAKE HOME'S ROAD ASSOCIATION.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-08-16 |
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