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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-09-15 |
| VT | RA | APPROVED | 2024-10-08 |
Branch Locations
2 Buck Road Suite D, Hanover, NH 03755 • United States
166 Sycamore Street Suite 170, Bldg. D, Williston, VT 05495 • United States
South Burlington, VT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Burlington | VT | 04/2016 | 08/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 08/2021 | 08/2024 |
| Tiaa | Williston | VT | 09/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Williston | VT | 09/2024 | Present |
SELF POSITION: licensed Zumba dance fitness instructor NATURE: per diem substitute licensed Zumba dance fitness instructor. Each class is one hour in length. This will occur at various gyms or boutique fitness/dance facilities throughout the local Chittenden County area. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/16/2024 ADDRESS: Home Address, So Burlington VT 05403, United States DESCRIPTION: instructing members and guests in Zumba dance fitness
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-15 |
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