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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
506 Main Street Suite 14, Westbrook, ME 04092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities | Westbrook | ME | 07/2019 | 07/2021 |
| 2 Dine In | South Portland | ME | 09/2017 | 04/2024 |
| Mainehealth | Portland | ME | 11/2017 | 07/2019 |
| Autoeurope | Portland | ME | 07/2016 | 11/2017 |
| Lincoln Financial Securities | Westbrook | ME | 07/2021 | 01/2025 |
| Osaic Wealth, Inc. | Westbrook | ME | 01/2025 | Present |
1. SUCCESSFUL FINANCIAL MANAGEMENT POSITION: Agent NATURE: Various Insurance Companies for Life, Disability and Long Term Care Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2023 ADDRESS: 506 MAIN ST, STE 14, WESTBROOK ME 04092-4387, United States DESCRIPTION: Determine client needs and recommend various insurance products as part of their overall financial needs 2. SARAH T CYR POSITION: Notary NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2020 ADDRESS: 506 Main Street, Suite 14, Westbrook ME 04092, United States DESCRIPTION: Non charged notary services for known clients. Not practicing planning on letting lapse when expiring in October 2027 3. VIRIDIAN FINANCIAL LLC POSITION: Owner NATURE: LLC Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2026 ADDRESS: 506 Main Street, Suite 14, Westbrook ME 04092, United States DESCRIPTION: Book keeping and accounting services for my personal business. This Business employs my office staff and I pay myself for services rendered in the form of a minimal annual salary.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-11 |
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