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Current Employers
Intrack Investment Management, Inc.

1233 Shelburne Road Suite D-6B, South Burlington, VT 05403 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2024-05-22
VT RA APPROVED 2024-05-22
  • NH RA
    APPROVED
    Since 2024-05-22
  • VT RA
    APPROVED
    Since 2024-05-22

Branch Locations

1233 Shelburne Road Suite D-6B, South Burlington, VT 05403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mercer A Marsh Mclennan Business New York City NY 07/2022 Present
The Guardian Life Insurance Company Of America New York City NY 05/2015 07/2022
  • 07/2022 → Present
    Mercer A Marsh Mclennan Business
    New York City, NY
  • 05/2015 → 07/2022
    The Guardian Life Insurance Company Of America
    New York City, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-20
  • S65 Uniform Investment Adviser Law Examination
    2024-05-20
Other Names
  • Mathew Sopher

View on SEC IAPD

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