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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-04-10 |
| NH | RA | APPROVED | 2026-04-10 |
Branch Locations
62 Portland Road Suite 37, Kennebunk, ME 04043 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charter Oak Capital Management | Kennebunk | ME | 09/2015 | 01/2024 |
| Charter Oak Capital Management | Kennebunk | ME | 01/2024 | 04/2026 |
| Mercer Global Advisors Inc. | Kennebunk | ME | 04/2026 | Present |
1. United Way - Womens United; Investment-related; 550 Forest Ave, Suite 100, Portland, ME 04101; Advance community education, health, and financial stability; Community Investment Committee Member; 03/01/2024; 3 hrs. per month; 2 hrs. during trading hours; Review grants to determine where funds should be invested in partner (non-profit) organizations in Cumberland and York counties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-27 |
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