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Current Employers
Coston, Mcisaac & Shea Financial Advisors

38 Rodick Street-Suite B, Bar Harbor, ME 04609-1806 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2021-03-11
  • ME RA
    APPROVED
    Since 2021-03-11

Branch Locations

38 Rodick Street-Suite B, Bar Harbor, ME 04609-1806 • 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
Means Wealth Management Bangor ME 06/2015 05/2020
Coston, Mcisaac And Shea Fa Bar Harbor ME 01/2021 Present
Little Flower Farm Surry ME 06/2020 12/2020
  • 06/2015 → 05/2020
    Bangor, ME
  • 01/2021 → Present
    Coston, Mcisaac And Shea Fa
    Bar Harbor, ME
  • 06/2020 → 12/2020
    Little Flower Farm
    Surry, ME
Previous Registrations
  • 2015-06-22 → 2020-05-20
    Bangor, ME
    Bangor, ME
  • 2013-11-06 → 2015-01-26
    Melville, NY
    Boston, MA
  • 2010-10-18 → 2013-11-04
    Chicago, IL
    Niles, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Hinsdale, IL
  • 2008-03-19 → 2010-10-08
    Chase Investment Services Corp.
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
Other Businesses

Little Flower Farm LLC co-owner, flower and specialty produce.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-03-13
S63 Uniform Securities Agent State Law Examination 2005-12-12
  • S65 Uniform Investment Adviser Law Examination
    2008-03-13
  • S63 Uniform Securities Agent State Law Examination
    2005-12-12
Designations

View on SEC IAPD

Other Firms

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