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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-06-15 |
Branch Locations
111 Commercial Street Suite 501, Portland, ME 04101 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthshield Partners | Portland | ME | 12/2021 | 07/2026 |
| Farther | Portland | ME | 06/2026 | Present |
| Harborview Advisors | Portland | ME | 05/2015 | 12/2021 |
Independent Insurance Agent; not investment-related; started 01/2008; approximately 0 hours per month, 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-06 |
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