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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2003-03-19 |
Branch Locations
30 Donald B Dean Drive, South Portland, ME 04106 • 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 |
|---|---|---|---|---|
| Norton Financial Services, Inc Dba Norton Insurance-Financial | South Portland | ME | 01/1989 | Present |
| Commonwealth Equity Services, Inc. | South Portland | ME | 01/1999 | Present |
| Hub International New England, Llc | South Portland | ME | 04/2012 | Present |
1. HUB International New England, as insurance agent selling fixed insurance products, as of 07/1986, spends 75% of time during market hours, conducted at branch, investment related. 2. Co-Owner, FM Properties, LLC, an entity created for the purpose of buying and managing residential real estate located in Portland, ME, as of 04/13/2021; 0% of time spent during business hours; Not Conducted at branch; Investment related. 3. Board of Directors, LifeLynx; chiropractic services; Located at 11 Whispers Way, Falmouth, ME 04105, as of 2/23/2025; 1% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-13 |
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