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Advisor at PORTLAND INVESTMENT ADVISORS, LLC.
ISLAND FALLS, ME
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PORTLAND INVESTMENT ADVISORS, LLC. | State registered | Jul 7, 2025 | n/a | yes | ISLAND FALLS, ME | Current employment |
| GUIDANCE POINT ADVISORS, LLC | Independent wealth | Aug 29, 2013 | May 5, 2023 | no | PORTLAND, ME|WELLESLEY, MA|Portland, ME|Boston, MA | Previous registration |
| GUIDANCE POINT RETIREMENT SERVICES, LLC | Other adviser | Aug 29, 2013 | Dec 6, 2023 | no | PORTLAND, ME|PORTLAND, ME | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GUIDANCE POINT RETIREMENT SERVICES, LLC | PORTLAND INVESTMENT ADVISORS, LLC. | Dec 6, 2023 | Jul 7, 2025 | 579 | Firm change after gap | Other |
| GUIDANCE POINT ADVISORS, LLC | GUIDANCE POINT RETIREMENT SERVICES, LLC | May 5, 2023 | Aug 29, 2013 | -3,536 | Firm change after gap | Other |