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Portland, ME • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2018-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Samara Financial, Inc. | Portland | ME | 01/2017 | Present |
| Disability Reinsurance Management Services, Inc. | South Portland | ME | 10/2008 | 09/2018 |
Applicant earns income from short term rental properties and engages in related property management activities under the business name Acer Property Management, organized as a sole proprietorship in January 2021. These business activities are not investment related and require approximately 20 hours per month, or less than 4 hours per week during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-30 |
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