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24 City Center, Portland, ME 04101-4069 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2022-10-14 |
| NH | RA | APPROVED | 2022-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| R.M. Davis, Inc. | Portland | ME | 08/2022 | Present |
| Spinnaker Trust | Portland | ME | 02/2011 | 07/2022 |
Mr. Malisa is a partner in Nedrow Holdings LLC (the "Company"). The Company is an investment-related business that invests in real estate. As a partner in Nedrow Holdings LLC, Mr. Malisa is responsible for sourcing and managing certain real estate investment opportunities. Mr. Malisa founded/ became involved with the Company in 2021. Mr. Malisa devotes approximately 5 hours per month to running the Company and his work is typically conducted outside of R.M. Davis's normal securities trading hours. R.M. Davis' clients are not solicited to invest in the Company and there is no relationship between the Company and R.M. Davis or its clients. The Company is located in Portland, Maine and does not have a public office space.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-29 |
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