Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Monument Square Suite 501, Portland, ME 04101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-18 |
| ME | RA | APPROVED | 2017-01-30 |
Branch Locations
One Monument Square Suite 501, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penobscot Wealth Management D/B/A Penobscot Financial Advisors | Portland | ME | 09/2008 | Present |
| Mid Atlantic Capital Corporation | Portland | ME | 04/2014 | 09/2017 |
| Mid Atlantic Financial Management, Inc. | Portland | ME | 04/2014 | 09/2017 |
1)JONCAS PROPERTIES, LLC~NON INVESTMENT RELATED~547 OCEAN STREET, SOUTH PORTLAND, ME 04106~INVESTMENT REAL ESTATE~MEMBER-50%~DECEMBER 2014~2HRS PER MONTH~1HR PER MONTH DURING MARKET~MANAGING THE BOOKS/FINANCES AND OCCASIONAL WORK AT THE BUILDING 2)TWD Properties, LLC -51% owner of a commercial property in Banger, ME, rented to a PWM, which pays TWD rent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-23 |
Reach out to this advisor