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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-01-07 |
| VT | RA | APPROVED | 2009-01-02 |
Branch Locations
346 Shelburne Road Suite 501, Burlington, VT 05402 • United States
Stowe, VT • United States
North Hero, VT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Burlington | VT | 06/1999 | Present |
| Advisors In Financial Planning | Burlington | VT | 06/1999 | Present |
| Raymond James Financial Services Advisors, Inc | Burlington | VT | 01/2009 | Present |
(1)Name of Business: 340 worcester ridge LLC Address: 3090 stowe hollow road, stowe, VT, 05672, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 02/07/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: 346 Partners, Llc Address: 346 Shelburne Road., Burlington, VT, 05401, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 04/01/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: Hickok & Boardman Capital Management Address: 346 Shelburne Rd, Burlington, VT, 05403, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/07/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing partner (4)Name of Business: Hickok & Boardman Capital Management Address: 346 Shelburne Road., Burlington, VT, 05401, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/05/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Licensed Insurance Agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-11 |
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