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One Cumberland Place Suite 204, Bangor, ME 04401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2023-01-24 |
Branch Locations
One Cumberland Place Suite 204, Bangor, ME 04401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services Llc | Portland | ME | 04/2012 | 06/2022 |
| American Independent Securities Group, Llc | Eagle | ID | 07/2022 | 12/2022 |
| Eagle Financial Strategies | Bangor | ME | 01/2023 | Present |
1. D & R PROPERTIES; NON-INVESTMENT RELATED; BREWER, ME; REAL ESTATE RENTAL; CO-OWNER; START DATE 2002; 0 HRS MONTH; 0 DURING TRADING. 2. David Robbins, Insurance Agent; investment related; 641 South Main Street Brewer, ME 04412; Independent Insurance Agent 07/2022; 20 HRS Month; 20 During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-17 |
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