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633 Maine Avenue, Farmingdale, ME 04344 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2024-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gosline Retirement Planning | Farmingdale | ME | 04/2022 | 05/2022 |
| Gosline Insurance Group | Gardiner | ME | 08/2018 | 04/2022 |
| Premier Pump & Supply | Belmont | NH | 03/2016 | 08/2018 |
| Advisory Alpha, Llc | Holland | MI | 05/2022 | 10/2024 |
| Summit Real Estate | Augusta | ME | 05/2021 | 05/2023 |
| Gosline Retirement Planning | Farmingdale | ME | 05/2022 | Present |
| Grp Financial Services, Llc | Farmingdale | ME | 10/2024 | Present |
(1) Gosline Retirement Planning; Investment-related; 633 Maine Ave, Farmingdale, ME 04344; Financial Manager; 05/2022; Approx 160 hours/month; Approx. 160 hours/month during trading hours; Financial services. (2) Gosline Retirement Planning; Investment-related; 633 Maine Ave, Farmingdale, ME 04344; Licensed Insurance Agent; 04/2022; Approx. 12.5 hours/month; Approx. 12.5 hours/month during trading hours; Insurance product sales. (3) Summit Real Estate; Not Investment-related; 227 Water St Suite 222, Augusta, ME 04330; Sales Agent; 05/2021; Less than 5 hours/month; Zero hours during trading hours. Real estate sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-28 |
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