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33 Blair Park Road Suite 203, Williston, VT 05495 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2017-01-06 |
Branch Locations
33 Blair Park Road Suite 203, Williston, VT 05495 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research,Inc. | Fairfield | IA | 11/2003 | 12/2016 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2005 | 12/2016 |
| Copper Leaf Financial, Llc | Williston | VT | 04/2014 | Present |
| Davis & Hodgdon Associates Cpas Plc | Williston | VT | 01/2005 | 05/2023 |
| 33 Blair Park Llc | Williston | VT | 12/2023 | Present |
1) 33 BLAIR PARK LLC, 33 BLAIR PARK RD, STE 201, WILLISTON, VT, 3/2009 AS OWNING MEMBER. NIR - 3 HR/MO - 0/TRADING. PROPERTY MANAGEMENT AND CONSULTING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-25 |
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