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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-06-25 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
111 Commercial Street Suite 501 , Portland, ME 04101 • 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 |
|---|---|---|---|---|
| Harborview Investments | Portland | ME | 10/2014 | 12/2021 |
| Farther | Portland | ME | 06/2026 | Present |
| Wealthshield Partners | Portland | ME | 12/2021 | 07/2026 |
1) ELLIE LLC - 24 WILDWOOD DR. CAPE ELIZABETH, ME 04107; APARTMENT HOUSES; NON INVESTMENT RELATED; OWNER; MANAGE PROPERTY; 9% OF TIME SPENT 2) CHAYA LLC - CAPE ELIZABETH, ME; PROPERTY OWNER; MANAGE REAL ESTATE; NON-INVESTMENT RELATED; 1% OF TIME SPENT 3) KRIGMAN PROPERTIES LLC MANAGE REAL ESTATE; NON-INVESTMENT RELATED; 1% OF TIME SPENT 4) ECK REALTY LLC MANAGE REAL ESTATE; NON-INVESTMENT RELATED; 1% OF TIME SPENT Owner on record of the LLCs (1) 02/16/2005 (2) 02/23/2017 (3) 09/10/2019 (4) 10/27/2021, approximate 10 to 15 hours per month, hours during securities trading hours, bookkeeping and general managerial and owner duties, oversight of the building property managers. 5) Independent Insurance Agent; not investment-related; approximately 3-5 hours per month, <1 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-24 |
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