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Sarah A. Burdette

Whitegate Investment Counselors, Inc.

Concord, NH

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Current Employers
Whitegate Investment Counselors, Inc.

143 North Main Street Suite 203, Concord, NH 03301 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2018-11-27
  • NH RA
    APPROVED
    Since 2018-11-27

Branch Locations

46 S Main Street, Concord, NH 03301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Harvest Capital Management Concord NH 06/2014 01/2018
Taylor, Cottrill, Erickson & Associates Concord NH 03/2018 Present
  • 06/2014 → 01/2018
    Harvest Capital Management
    Concord, NH
  • 03/2018 → Present
    Taylor, Cottrill, Erickson & Associates
    Concord, NH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-27
S66 Uniform Combined State Law Examination 2001-07-31
  • S65 Uniform Investment Adviser Law Examination
    2018-11-27
  • S66 Uniform Combined State Law Examination
    2001-07-31
Other Names
  • Sarah A. Thompson

View on SEC IAPD

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Other Offices

UBS FINANCIAL SERVICES INC. · CONCORD, NH
FOCUS PARTNERS WEALTH, LLC · Concord, NH
EDWARD JONES · CONCORD, NH
MARINER · Concord, NH
MARINER · Concord, NH
BROOKSTONE CAPITAL MANAGEMENT LLC · Concord, NH
RBC CAPITAL MARKETS, LLC · CONCORD, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Concord, NH

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