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67 Etna Road Suite 360, Lebanon, NH 03766-1358 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2024-03-25 |
| NH | RA | APPROVED | 2009-02-26 |
| TX | RA | APPROVED_RES | 2009-02-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Trust Company | Lebanon | NH | 04/1991 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-18 |
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