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Two International Drive Suite 110, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-12-04 |
| ME | RA | APPROVED | 2024-12-02 |
Branch Locations
222 Rosewood Drive Suite 310, Danvers, MA 01923 • United States
69 York Street Suite 1, Kennebunk, ME 04043 • United States
254 Commercial Street Suite 245, Portland, ME 04101 • United States
Two International Drive Suite 110, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Equity Services, Inc. | Waltham | MA | 07/1986 | 07/2025 |
| Nvest Financial, Llc | Portland | ME | 11/2024 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2025 | Present |
1. Nvest Financial, LLC. Investment-related. At registered location. RIA. IAR. 11/2024. 160 hrs/month. 130 hrs during trading hrs. Work with clients to do financial plans and manage their investments. 2. Fixed Insurance. Investment-related. At registered location. Fixed Insurance. Agent. 06/2025. 5 hrs/month. 5 hrs during trading hrs. Provide insurance advice based on the needs of clients. 3. EarthTide, LLC. Not investment-related. 52 Shipwreck Cove Rd, Cape Elizabeth, ME 04107. Real Estate. Owner. 01/2012. 4 hrs/month. 0 hrs during trading hrs. This is an LLC for a single family rental I own. 4. Grime Studios. Not investment-related. P.O. Box 4776, Portland, ME 04112. Board of Directors. Board member. 09/2016. 1 hr/month. 0 hrs during trading hrs. This is a non profit that offers studio/practice space to musicians. I am a director without investment oversight or signing authority. 5. Parkside Heights, LLC. Not investment-related. 29 Deering St. Unit 2, Portland, ME 04101. Property Mgmt. Owner. 05/2018. 0 hrs/month. 0 hrs during trading hrs. This LLC was formed when neighbors purchased a small parking lot in Portland as off street parking is practically non existent. I am a member of the LLC and I own one parking space. 6. Speedwell Projects. Not investment-related. 630 Forest Ave, Portland, ME 04101. Board of Directors. Board member. 08/2021. 4 hrs/month. 0 hrs during trading hrs. This is a small non-profit, the goal is to help female artists show their work. I am the treasurer of the organization. However, there is a bookkeeper who signs all the checks for the organization. I just oversee the process.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-21 |
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