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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-07-16 |
Branch Locations
100 Commercial Street Suite 106, Portland, ME 04101-4724 • 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 |
|---|---|---|---|---|
| Wells Fargo Funds Distributor, Llc | Boston | MA | 11/2014 | 01/2020 |
| Fidelity Investments | Portland | ME | 06/2024 | 06/2026 |
| Massmutual | Springfield | MA | 05/2023 | 05/2024 |
| Lpl Financial Llc | Rockland | MA | 02/2022 | 04/2023 |
| Mml Distributors, Llc | Gorham | ME | 05/2023 | 05/2024 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 09/2020 | 02/2022 |
| Unemployed | Boston | MA | 01/2020 | 09/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2026 |
| Charles Schwab & Co., Inc. | Portland | ME | 06/2026 | Present |
| Charles Schwab Bank, Ssb | Portland | ME | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-16 |
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