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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Wealth Planning | Auburn | ME | 08/2022 | 10/2025 |
| Ywca Central Maine | Auburn | ME | 05/2021 | 08/2022 |
| Amherst College | Amherst | MA | 10/2019 | 05/2021 |
| Healthworks Fitness Back Bay | Boston | MA | 02/2019 | 05/2019 |
| St. Mary's Hospital | Lewiston | ME | 12/2020 | 02/2021 |
| Seaport Hotel And World Trade Center | Boston | MA | 08/2019 | 10/2019 |
| Town Of Poland Maine | Poland | ME | 06/2018 | 08/2018 |
| Auburn School Department | Auburn | ME | 04/2018 | 06/2018 |
| Middlebury College | Middlebury | VT | 08/2016 | 04/2018 |
| Auburn School Department | Auburn | ME | 11/2020 | 02/2024 |
| Total Performance Swim Camp | Gambier | OH | 06/2017 | 07/2018 |
| Ywca Central Maine | Lewiston | ME | 04/2017 | 06/2017 |
| Bates College Swim Camp | Lewiston | ME | 06/2013 | 07/2019 |
| Middlebury College | Middlebury | VT | 10/2016 | 04/2018 |
| Lpl Financial Llc | Auburn | ME | 07/2022 | 10/2025 |
| Cornerstone Wealth Planning | Auburn | ME | 11/2024 | 10/2025 |
| Valmark Securities | Akron | OH | 10/2025 | Present |
| Valmark Advisers, Inc. | Akron | OH | 10/2025 | Present |
| Lebel & Harriman | Falmouth | ME | 10/2025 | Present |
1.) Finish Strong Physical Therapy and Performance; 309 Marginal Way, Portland, Maine 04101; Independent contractor, swim coach; Group Coach; provide instruction and performance feedback to group of adult athletes signed up for 5-week training program, meeting 1x week on Sundays 3-4pm; Not investment related; Start 3/2026; 1-5 hrs. per month; paid per training session./// 2.) Sunrise Swim Club, Maine; 130 East Ave, Lewiston, ME 04240; seasonal swim coach; start 04/2016; not investment related; 11-20 hours/month; compensation is an hourly rate.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-14 |
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