DISTRIBUTION SERVICES, LLC
Firm details
- Headquarters
- PORTLAND, Maine
- CRD number
- 25938
- Registered since
- January 31, 1990
- Website
- www.umb.com
Firm profile
FINTRXOverview
Distribution Services, LLC is organized as a limited liability company and is shown as SEC-registered since 1990. Ownership is recorded as a combination of a domestic entity and individuals. The firm’s regulatory classification in the source data is “unclassified.” The dataset identifies several negative flags rather than active specialties: Distribution Services is not recorded as a capital allocator, is not an active ESG investor, and is not listed as a pension consultant or related adviser. It is also marked as not being a multi-state adviser and not newly formed. The firm did not supply descriptive details about its business activities, advisory services, fee schedules, or client segments in the provided dataset.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5Lisa Zhu
Chief Compliance Officer & DirectorCRD 7048352
ALI MELI
CIO, FounderCRD 4835788
Kelly Whetstone
Chief Compliance Officer and Associate General CounselCRD 5380134
Contacts
3 of 80Wesley Driggers
Director of ComplianceCRD 6267059
JONATHAN CUSA
Senior Vice PresidentCRD 2974265
ANTHONY PURDUE
ETF SpecialistCRD 8088340
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PORTLAND, ME
CUMBERLAND
Location
PORTLAND, ME
Headquartered in PORTLAND, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.
- Metro area
- Portland-Lewiston-South Portland, ME
- Region
- Northeast
- County
- CUMBERLAND
- Address
- 190 Middle St
- Time zone
- ET (UTC-5)
- Office locations
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