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426 East New York Street, Indianapolis, IN 46202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-05-09 |
| VT | RA | APPROVED | 2013-04-12 |
Branch Locations
63 Maple Street Unit 25, Middlebury, VT 05753 • United States
426 East New York Street, Indianapolis, IN 46202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adecco | So. Burlington | VT | 01/2011 | Present |
| Capital Cities Investments | Indianapolis | IN | 05/2011 | Present |
| Capital Cities Investments | Indianapolis | IN | 04/2013 | Present |
| Vermont Precision Stone, Inc. | So. Burlington | VT | 11/2011 | Present |
| Community Investment Counselors | Middlebury | VT | 04/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-02 |
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