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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-05-23 |
| ME | RA | APPROVED | 2008-03-05 |
Branch Locations
135 High Street, Ellsworth, ME 04605 • United States
25 Church Street, Deer Isle, ME 04627 • United States
21 Main St, Blue Hill, ME 04614 • United States
Venice, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infinex Investments, Inc. | Ellsworth | ME | 02/2008 | Present |
| Bar Harbor Bank & Trust | Ellsworth | ME | 02/2008 | Present |
1.) ALLIANZ INS.,HOPKINS,MN,INS,3-99 0 HRS.,PRINCIPAL FINANCIAL,DES MOINES,IA,INS-MEDICARE SUPP,6-98 4HRSMO,DELTA DENTAL,CONCORD,NH,INS.DENTAL,1995,0HR 2.) Aetna Ins Co. Health insurance sales. Ongoing service commission.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-17 |
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