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7 Custom House St 4Th Floor, Portland, ME 04101-4194 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2019-09-13 |
Branch Locations
7 Custom House St 4Th Floor, Portland, ME 04101-4194 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cribstone Capital Management, Llc | Augusta | ME | 05/2015 | 09/2019 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 05/2015 | 01/2017 |
| Headinvest Llc | Portland | ME | 09/2019 | Present |
1. MAINE ISLAND TRAIL ASSOCIATION, NON-INVESTMENT RELATED, ADDRESS: PORTLAND, MAINE 04101, NON-PROFIT CONSERVATION ORGANIZATION, POSITION: TRUSTEE, START DATE: 06/2013, 1 TO 9 HOURS DEVOTED A MONTH, DUTIES: VOLUNTEER. 2. WINDING BROOK COTTAGE, NON- INVESTMENT RELATED, ADDRESS: 28 WINDING BROOK ROAD, BAR HARBOR, MAINE 04609, VACATION PROPERTY, OWNER, START DATE: 2002, 1 HOUR DEVOTED A MONTH, VACATION HOME THAT IS OWNED, MAINTAINED AND RENTED ON OCCASION. 3. Maine Appalachian Trail Land Trust, FINANCE COMMITTEE, NON-INVESTMENT RELATED, NON-PROFIT, 4 HOURS PER YEAR. 4. MAINE HEALTH ACCESS FOUNDATION, FINANCE COMMITTEE, NON-INVESTMENT RELATED, NON-PROFIT, 2 HOURS PER QUARTER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1985-02-27 |
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