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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2023-11-09 |
Branch Locations
445 Gorham Road, South Portland, ME 04106 • United States
5 Hannaford Drive, Scarborough, ME 04074 • United States
45 Main Street, Gorham, ME 04038 • United States
960 Shelburne Road, South Burlington, VT 05403 • United States
1 Monument Square, Portland, ME 04101 • United States
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Springfield | MA | 12/2017 | 06/2018 |
| The Washington Trust Company | Providence | RI | 05/2011 | 12/2017 |
| Edward Jones | Grifton | NC | 06/2018 | 08/2018 |
| Wells Fargo Bank, Na | Greenville | NC | 11/2018 | 09/2019 |
| Wells Fargo Clearing Services, Llc | Greenville | NC | 11/2018 | 09/2019 |
| First Citizens Investor Services | Raleigh | NC | 09/2019 | 11/2023 |
| Key Investment Services Llc | Brooklyn | OH | 11/2023 | 08/2026 |
| Key Investment Services Llc | Brooklyn | OH | 08/2026 | Present |
1) MAINE MALL EYE CARE; POSITION: Consultant NATURE: To provide optometric and related healthcare services. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/06/2023; ADDRESS: 9 Smith Lane, Lyman ME 04002, United States; DESCRIPTION: Consult on optometric practice processes, financial management and operations; 2) TURRISI FARMS LLC; POSITION: Owner & Manager NATURE: Real estate investments, rental management, property management and other related activities. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2020; ADDRESS: 9 Smith Lane, Lyman ME 04002, United States; DESCRIPTION: Owner and manager. 3) EYECONIC VISION CARE PA; NATURE: Optometric practice; INVESTMENT RELATED: No; NUMBER OF HOURS: 10; SECURITIES TRADING HOURS: 0; START DATE: 06/30/2026; ADDRESS: 798 Main Street, South Portland, ME 04106, United States; DESCRIPTION: Assist in the business functions and management of my wife's Optometry practice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-21 |
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