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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-01-20 |
| ME | RA | APPROVED | 2024-01-02 |
Branch Locations
24 Munson Road Chadbourne Hall, Room 005, Orono, ME 04469 • United States
Skowhegan, ME • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | San Antonio | TX | 03/2010 | 01/2018 |
| Usaa Financial Advisors, Inc. | San Antonio | TX | 03/2010 | 07/2019 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 07/2019 |
| Victory Capital Advisers, Inc. | Brooklyn | OH | 07/2019 | 07/2020 |
| Tiaa | Orono | ME | 10/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Orono | ME | 10/2023 | Present |
| Northside Isd | San Antonio | TX | 08/2021 | 06/2023 |
| Fredericksburg Isd | Fredericksburg | TX | 07/2020 | 07/2021 |
| Unemployed | Helotes | TX | 06/2023 | 10/2023 |
GOAT HOLLOW FARM, LLC POSITION: Farmer/Owner NATURE: This is a small farming operation on our homestead. We will sell hay, and will have livestock and chickens. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 06/07/2024 ADDRESS: Home Address, Skowhegan ME 04976, United States DESCRIPTION: Part-time work with family members
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-05 |
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