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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| ME | RA | APPROVED | 2020-01-13 |
Branch Locations
56 Depot Road, Falmouth, ME 04105 • United States
167 Park Row, Brunswick, ME 04011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Back Cove Financial | Falmouth | ME | 09/2018 | Present |
| The Danforth Group Of Wells Fargo Advisors | Portland | ME | 04/2018 | 09/2018 |
| Maine Conservation Voters | Augusta | ME | 08/2016 | 04/2018 |
| Commonwealth Financial Network | Waltham | MA | 09/2018 | Present |
1. Owner, Halpin With Your Money, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2023; 100% of time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; as of 08/18/2025; 2% of time spent during business hours; Conducted at branch location; Investment related. 3. Co-owner, Swinging Bridge LLC; an entity created for the purpose of buying and managing commercial real estate at 6 Cumberland St, Brunswick, ME 04011, as of 5/04/2026; 0% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-20 |
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