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16 Beaver Meadow Rd., Norwich, VT 05055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-01-02 |
| CA | RA | APPROVED | 2026-01-01 |
| MD | RA | APPROVED | 2026-01-01 |
| NH | RA | APPROVED | 2026-01-01 |
| NY | RA | APPROVED | 2026-01-01 |
| TX | RA | APPROVED | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz Global Investors | New York City | NY | 01/2017 | 10/2022 |
| Keytranche, Inc. | New York City | NY | 10/2022 | 03/2024 |
| Clean Yield Asset Management | Norwich | VT | 04/2024 | Present |
| Sound Harbor Partners | New York City | NY | 06/2013 | 01/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-30 |
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