Best Investors Account Sign in
Inactive

Brie Ellen Pio

Birch Point Wealth Management LLC

Rockport, ME

Claim This Profile
Current Employers
Birch Point Wealth Management Llc

18 Central Street, Rockport, ME 04856 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-07-13
ME RA APPROVED 2020-01-13
  • TX RA
    APPROVED_RES
    Since 2022-07-13
  • ME RA
    APPROVED
    Since 2020-01-13

Branch Locations

18 Central Street, Rockport, ME 04856 • 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
Birch Point Wealth Management Llc Rockport ME 11/2019 Present
Self Rockport ME 06/2017 11/2019
Abacus Wealth Partners Santa Monica CA 05/2016 06/2017
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-21
  • S65 Uniform Investment Adviser Law Examination
    2016-11-21
Designations
Other Names
  • Brie E Zabor

View on SEC IAPD

Other Firms

EDWARD JONES
ROBERT W. BAIRD & CO. INCORPORATED
AMPERSAND INVESTMENT ADVISORS
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
APOLLON WEALTH MANAGEMENT, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Other Investors

DAVID JAMES PIO
Connie L Gardiner
Kenneth Ray Gardiner
Tyler A Curtis-Southard
Peter Masin-Peters
PEGGY LYNN JONES-EAST
MATTHEW ROBERT OGIER
CATHERINE MARY DOWNEY

Other Offices

EDWARD JONES · CAMDEN, ME
ROBERT W. BAIRD & CO. INCORPORATED · Camden, ME
AMPERSAND INVESTMENT ADVISORS · CAMDEN, ME
CETERA INVESTMENT ADVISERS LLC · CAMDEN, ME
COMMONWEALTH FINANCIAL NETWORK · CAMDEN, ME
LPL FINANCIAL LLC · CAMDEN, ME
LPL FINANCIAL LLC · CAMDEN, ME
APOLLON WEALTH MANAGEMENT, LLC · ROCKLAND, ME

More in Rockport, ME

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor