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70 Center Street 2Nd Floor, Portland, ME 04101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2019-03-06 |
Branch Locations
70 Center Street 2Nd Floor, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cribstone Capital Management | Augusta | ME | 01/2017 | 03/2019 |
| Acadia Trust | Portland | ME | 01/2010 | 01/2017 |
| Aries Wealth Management | Portland | ME | 03/2019 | Present |
Finance Committee member of non-profit: Shalom House Inc, Portland, ME 04101, provides guidance as a committee member and commits roughly 3 hours per month to organization. Does not maintain any direct account authority over investments or cash.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-23 |
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