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Current Employers
Guidance Point Retirement Services, Llc

136 Commercial Street Suite 301, Portland, ME 04101 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2025-04-18
NH RA APPROVED 2025-04-18
  • ME RA
    APPROVED
    Since 2025-04-18
  • NH RA
    APPROVED
    Since 2025-04-18

Branch Locations

Bow, NH • United States

136 Commercial Street Suite 301, Portland, ME 04101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corporation Bow NH 10/2007 05/2024
Lincoln Financial Distributors, Inc. Fort Wayne IN 05/2024 03/2025
Guidance Point Retirement Services, Llc Portland ME 04/2025 Present
  • 10/2007 → 05/2024
    Lincoln Financial Advisors Corporation
    Bow, NH
  • 05/2024 → 03/2025
    Lincoln Financial Distributors, Inc.
    Fort Wayne, IN
  • 04/2025 → Present
    Portland, ME
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-11-09
  • S63 Uniform Securities Agent State Law Examination
    1995-11-09
Designations

View on SEC IAPD

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