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73 Elm St, Camden, ME 04843 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-05-18 |
| TX | RA | APPROVED_RES | 2026-05-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Bangor | ME | 06/2009 | 04/2017 |
| Morgan Stanley Smith Barney Llc | New York | NY | 04/2017 | 04/2019 |
| Birchbrook | Camden | ME | 11/2025 | 02/2026 |
| Ampersand Investment Advisors | Camden | ME | 03/2026 | Present |
| Self-Employed Cpa | Rockport | ME | 04/2019 | 10/2025 |
1. MDCD PROPERTIES, LLC; NON-INVESTMENT RELATED; 73 ELM STREET, CAMDEN, ME 04843; REAL ESTATE RENTAL PROPERTY COMPANY; MANAGING MEMBER; 04/2025; APPROX. 10 HOURS PER MONTH DURING NON-TRADING HOURS; OWNER AND MANAGER OF REAL ESTATE IN CAMDEN, ME. 2) CATHERINE DOWNEY VIA AMPERSAND INVESTMENT ADVISORS, PLLC; NON-INVESTMENT RELATED; 73 ELM STREET, CAMDEN, ME 04843; ACCOUNTING AND TAX PREPARATION SERVICES; PRINCIPAL; 03/2026; APPROX. 10 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; CPA PROVIDING TAX AND ACCOUNTING SERVICES TO NON-INVESTMENT ADVISORY CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-15 |
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