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130 Middle Street 2Nd Floor, Portland, ME 04101-7104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2019-10-21 |
Branch Locations
130 Middle Street 2Nd Floor, Portland, ME 04101-7104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hd Vest Investment Services | Enfield | CT | 06/2016 | 04/2017 |
| Innovest Financial Services | Enfield | CT | 06/2016 | 04/2017 |
| True Edu Ins & Retir/Horace Mann | Brunswick | ME | 04/2017 | 08/2019 |
| Horace Mann Investors, Inc | Springfield | IL | 04/2017 | 08/2019 |
| Horace Mann Companies | Springfield | IL | 04/2017 | 08/2019 |
| Old Port Advisors, Inc | Portland | ME | 08/2019 | Present |
| Jake Kenyon | Portland | ME | 05/2017 | Present |
1) JAKE KENYON; NON-INVESTMENT RELATED; 114 SACO AVE, OLD ORCHARD BEACH, ME 04064; RESIDENTIAL RENTAL PROPERTY; LANDLORD; 06/2018; APPROX. 5 HOURS PER MONTH DURING NON-TRADING HOURS; RENTAL PROPERTY MANAGEMENT. 2) JAKE KENYON; INVESTMENT RELATED; 130 MIDDLE STREET, 2ND FLOOR, PORTLAND, ME 04101; INSURANCE PRODUCTION ACTIVITIES; INDEPENDENT INSURANCE PRODUCER; 05/2017; APPROX. 5 HOURS PER MONTH DURING TRADING HOURS; SALES OF HEALTH, LIFE, VARIABLE AND OTHER LINES OF INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-28 |
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