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24 City Center, Portland, ME 04101-4069 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2024-07-16 |
| NH | RA | APPROVED | 2024-07-16 |
Branch Locations
24 City Center, Portland, ME 04101-4069 • United States
One Harbour Place Suite 390, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Colony Group, Llc | Boston | MA | 07/2022 | 04/2024 |
| Bar Harbor Wealth Management | Concord | NH | 08/2017 | 06/2022 |
| Ledyard Financial Advisors | Hanover | NH | 10/2008 | 07/2017 |
| R.M. Davis, Inc. | Portsmouth | NH | 06/2024 | Present |
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