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633 Maine Avenue, Farmingdale, ME 04344 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-01-27 |
Branch Locations
633 Maine Avenue, Farmingdale, ME 04344 • United States
290 Bridgton Road, Westbrook, ME 04092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln International | Atlanta | GA | 10/2022 | 02/2025 |
| Kpmg Llp | Atlanta | GA | 06/2020 | 10/2022 |
| Treetops Resort | Gaylord | MI | 05/2021 | 09/2021 |
| The Master's University | Santa Clarita | CA | 08/2017 | 05/2021 |
| Vista Valencia Golf Course | Santa Clarita | CA | 09/2020 | 12/2020 |
| Mecosta Osceola Isd | Big Rapids | MI | 05/2019 | 08/2019 |
| St. Ives Golf Course | Stanwood | MI | 05/2019 | 06/2019 |
| Ferris State University | Big Rapids | MI | 01/2019 | 05/2019 |
| West Shore Community College | Scottville | MI | 08/2016 | 01/2019 |
| Lake Michigan Carferry | Ludington | MI | 05/2017 | 10/2018 |
| Ludington High School | Ludington | MI | 05/2013 | 05/2017 |
| Sherman Oaks Apartment | Ludington | MI | 05/2014 | 08/2017 |
| Lpl Enterprise, Llc | Wakefield | MA | 05/2025 | 11/2025 |
| Unemployed | Banger | ME | 03/2025 | 04/2025 |
| Grp Financial Services, Llc | Farmingdale | ME | 12/2025 | Present |
INSURANCE AGENT- INVESTMENT RELATED, FARMINGDALE, MAINE, INSURANCE SALES, AGENT, 2025 DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-18 |
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