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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-31 |
| ME | RA | APPROVED | 2026-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Scarborough | ME | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scarborough | ME | 04/2026 | Present |
| Bank Of America | Portland | ME | 10/2024 | 04/2026 |
| Bank Of America | Falmouth | ME | 06/2023 | 10/2024 |
| University Of Maine | Orono | ME | 08/2021 | 04/2023 |
| Collegiate Entrepreneurs | Orono | ME | 11/2021 | 08/2022 |
| University Of Maine At Machias | Machias | ME | 09/2019 | 03/2020 |
| Walmart | Calais | ME | 11/2018 | 02/2019 |
| Bold Coast Academy | Dennysville | ME | 04/2016 | 10/2018 |
| University Of Maine Machias | Machias | ME | 09/2019 | 05/2023 |
| University Of Maine | Orono | ME | 08/2020 | 05/2023 |
| Unemployed | Dennysville | ME | 02/2019 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-06 |
| S65 | Uniform Investment Adviser Law Examination | 2025-09-06 |
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