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Shelburne, VT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-07-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | Burlington | VT | 05/2012 | 09/2018 |
| National Life Group | Montpelier | VT | 09/2018 | 04/2019 |
| One Day In July Llc | Burlington | VT | 08/2019 | 05/2023 |
| Unemployed | Shelburne | VT | 04/2019 | 08/2019 |
| The Business Bank | South Burlington | VT | 06/2023 | 12/2025 |
| Jmk Partners Llc | Shelburne | VT | 01/2026 | Present |
| Focus 50 Wealth Management Llc | Shelburne | VT | 01/2026 | Present |
-owner and consultant of JMK Partners. He provides CFO services to a real estate development and management company. This entails oversight of accounting and finance personnel, management of internal accounting and reporting processes, analytics and modeling for existing properties and future development opportunities, budgeting, and other standard financial processes. Approximately forty hours a week are spent on this other business activity. -small ownership interest in Shelburne Fiduciary Partners. He provides administrative support including bookkeeping, bank reconciliation, etc. He receives a percentage of the firm's monthly net income. Shelburne Fiduciary Partners is associated with One Day In July, a registered investment adviser. He provides bookkeeping and administrative support to this entity as well. He does not provide advisory services or have contact with any clients of One Day In July.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-09-14 |
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