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243 Us-1, Scarborough, ME 04074 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-12 |
| TX | RA | APPROVED_RES | 2020-12-18 |
| ME | RA | APPROVED | 2019-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life | Montpelier | VT | 04/1992 | 06/2019 |
| Equity Services, Inc. | Montpelier | VT | 07/1992 | 06/2019 |
| Triad Advisors | Norcross | GA | 06/2019 | 08/2024 |
| Blue Point Financial, Inc. | Scarborough | ME | 01/2018 | Present |
| Osaic Wealth, Inc. | Scarborough | ME | 08/2024 | Present |
1)Blue Point Financial,Inc;investment related;243 US Route One,Scarborough,ME 04074;investment advisory & financial planning;advisor/president;6/2019;80 hrs/month;5 hrs during trading;advise clients in investments & financial plans 2)Fixed insurance/annuities-multiple carriers;investment related;243 US Route One,Scarborough,ME 04074;financial & insurance planning & sales;agent;4/1992;20 hrs/month;1 hr during trading;provide array of insurance products:life,ltc,disability,annuities,etc 3) OAK HILL PROFESSIONAL ASSOC. UNIT 1 POSITION: Owner NATURE: Office building condominium, unit 1. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 243 US Route One, Scarborough ME 04074, United States DESCRIPTION: Collect rental income
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-02-06 |
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