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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2022-02-18 |
Branch Locations
99 Swift Street, Suite 300, South Burlington, VT 05403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infinex Investment Inc | Burlington | VT | 04/2015 | 10/2018 |
| Northfield Savings Bank | South Burlington | VT | 10/2018 | Present |
| Cuso Financial Services, L.P. | Burlington | VT | 10/2019 | 02/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-25 |
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