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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-03 |
| VT | RA | APPROVED | 2009-01-02 |
Branch Locations
346 Shelburne Road Suite 501, Burlington, VT 05402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hickok & Boardman Financial Planning | Burlington | VT | 10/2002 | 01/2020 |
| Raymond James Financial Services, Inc | Burlington | VT | 06/2006 | Present |
| Advisors In Financial Planning | Burlington | VT | 12/2007 | 05/2022 |
| Raymond James Financial Services Advisors, Inc | Burlington | VT | 01/2009 | Present |
| Hickok & Boardman Capital Management | Burlington | VT | 01/2020 | Present |
(1)Name of Business: Hickok & Boardman Capital Management Address: 346 Shelburne Rd, Burlington, VT, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Employee of support company for branch (2)Name of Business: Hickok & Boardman Capital Management Charitable Endowment Fund Address: 346 Shelburne Rd, Burlington, VT, 05401, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: None at this time
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-24 |
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