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1233 Shelburne Road C-4, South Burlington, VT 05403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-03-10 |
| NV | RA | APPROVED | 2010-11-08 |
| NH | RA | APPROVED | 2008-02-28 |
| VT | RA | APPROVED | 2007-01-11 |
Branch Locations
1233 Shelburne Road C-4, South Burlington, VT 05403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Poulos Advisors, Inc. | South Burlington | VT | 09/2006 | Present |
INDEPENDENT INSURANCE AGENT. SERVICES INCLUDE PRODUCING AND SERVICING VARIOUS INSURANCE ACCOUNTS. APPROXIMATELY 10% OF TIME SPENT ON INSURANCE ACTIVITIES. CONDUCTED FROM 1233 Shelburne Road, C-5, South Burlington, VT 05403.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-14 |
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