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802 Stillwater Ave., Bangor, ME 04401-3614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2022-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Means Wealth Management | Bangor | ME | 01/2022 | 02/2022 |
| Bangor Savings Bank | Bangor | ME | 06/2010 | 01/2022 |
| Means Wealth Management | Bangor | ME | 02/2022 | Present |
1) Lakeside Investments LLC; Investment related: Yes; Location: 82 Grant Road ORONO ME 04473 United States; Description: Creating an LLC to purchase lakefront property.; Position Title: Manager; Responsibilities Duties: Signatory for the LLC, Ownership: 25%; Start date: 2023-09-24; Hours per month during trading hours: 0; Hours per month outside trading hours: 1.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-17 |
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