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1233 Shelburne Road Suite D-6B, South Burlington, VT 05403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-05-22 |
| VT | RA | APPROVED | 2024-05-22 |
Branch Locations
1233 Shelburne Road Suite D-6B, South Burlington, VT 05403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-20 |
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