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2350 Nw 128Th St, Urbandale, IA 50323 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-07-21 |
Branch Locations
2350 Nw 128Th St, Urbandale, IA 50323 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foreside Fund Services, Llc | Portland | ME | 03/2021 | 04/2024 |
| Aca Foreside | Portland | ME | 11/2020 | 04/2024 |
| O'REilly's Cure | Scarborough | ME | 06/2020 | 10/2020 |
| Bull Feeney's | Portland | ME | 09/2019 | 03/2020 |
| Unemployed Due To Covid | South Portland | ME | 04/2020 | 04/2020 |
| Brian Boru | Portland | ME | 01/2019 | 08/2019 |
| Ferrari Carano Vineyard And Winery | Healdsburg | CA | 08/2017 | 12/2018 |
| Unemployed | Healdsburg | CA | 05/2017 | 07/2017 |
| Weill Cornell Imaging At Newyork Presbyterian | New York | NY | 09/2014 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | ME | 05/2024 | 05/2025 |
| Bank Of America, N.A | Portland | ME | 06/2024 | 05/2025 |
| Charles Schwab & Co, Inc | Portland | ME | 05/2025 | 03/2026 |
| Charles Schwab Bank, Ssb | Portland | ME | 05/2025 | 03/2026 |
| Independent Wealth Network | Urbandale | IA | 06/2026 | Present |
| Unemployed | Portland | ME | 03/2026 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-07 |
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