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77 Exchange St. Suite 302, Bangor, ME 04401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Company, Llc | Lincoln | NE | 11/2024 | 05/2026 |
| Thompson Financial Group | Presque Isle | ME | 05/2024 | 05/2026 |
| Tinker Federal Credit Union | Oklahoma City | OK | 01/2024 | 05/2024 |
| Chick-Fil-A | Oklahoma City | OK | 09/2021 | 01/2024 |
| Oklahoma City University | Oklahoma City | OK | 08/2019 | 08/2021 |
| Sherwin Williams | Raleigh | NC | 06/2018 | 08/2019 |
| Helen S. Dunn School | Greenbush | ME | 01/2018 | 06/2018 |
| University Of Maine | Orono | ME | 09/2013 | 12/2017 |
| Msad#1 School Farm | Presque Isle | ME | 06/2013 | 12/2017 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 03/2025 | 05/2026 |
| Oldfield Wealth Partners | Bangor | ME | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-14 |
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