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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-20 |
| ME | RA | APPROVED | 2025-04-28 |
Branch Locations
Scarborough, ME • United States
190 Middle Street Suite 201 & 701, Portland, ME 04101-6423 • 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 |
|---|---|---|---|---|
| Fidelity Investments | Portland | ME | 08/2023 | Present |
| Cape Elizabeth Community Services | Cape Elizabeth | ME | 02/2020 | 05/2020 |
| L.L. Bean | Freeport | ME | 10/2019 | 01/2020 |
| C3 Submerged Llc | Makawao | HI | 10/2006 | 08/2023 |
| Aqua Diving Academy | Portland | ME | 03/2023 | 08/2023 |
| Seacoast United Sports Club | Portland | ME | 10/2021 | 08/2023 |
OBA-129893|OrgNmn:4-Leaf Lacrosse |Org Addr:Portland,Maine,US|OBA Nature:Club Youth Lacrosse Program|Invst Rel:N|Title:Independent Contractor|Duties:I just coach kids|StrtDt:09-01-25|TotHrs/mon:10|TrdHrs/mon:0|OBA-101467|OrgNmn:C3 Submerged LLC|Org Addr:Makawao,Hawaii,US|OBA Nature:Small partnership LLC, 50% own|Invst Rel:N|Title:Partner|Duties:Photography, Accounting, Travel, Sales, etc.|StrtDt:11-03-06|TotHrs/mon:10|TrdHrs/mon:0|OBA-101489|OrgNmn:Aqua Diving Academy|Org Addr:Portland,Maine,US|OBA Nature:Scuba Diving Store, selling eq|Invst Rel:N|Title:Employee and/or Instructor|Duties:I teach scuba classes from time to time and also help out in the retail store from time to time|StrtDt:12-14-01|TotHrs/mon:5|TrdHrs/mon:0|OBA-101490|OrgNmn:Seacoast United Soccer Club - Maine|Org Addr:Portland,Maine,US|OBA Nature:Youth Soccer Club, teaching, c|Invst Rel:N|Title:Employee|Duties:I am a Head coach for one youth team and assist on a few others|StrtDt:11-01-21|TotHrs/mon:12|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-21 |
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