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Palm Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-09 |
| TX | RA | APPROVED_RES | 2021-11-12 |
| VT | RA | APPROVED | 2021-11-10 |
| MA | RA | APPROVED | 2020-08-28 |
Branch Locations
Steamboat Springs, CO • United States
Palm Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Boston | MA | 12/2018 | 08/2020 |
| Middlebury College | Middlebury | VT | 09/2014 | 05/2018 |
| Unemployed | Charlotte | VT | 05/2018 | 11/2018 |
| Lane Generational Llc | Dover | MA | 08/2020 | Present |
Name: Wreath, Inc.; Non-investment related; Address: 217 Red Tail Ln, Charlotte, VT 05445; Nature: Digital Card Sharing Platform; Position/Title: Co-Founder & CEO; Start Date: 7/2021; Approximately 15 hours devoted per month, 0 hours during securities trading hours; Duties: Oversee development team's progress periodically & lead go-to-market strategy.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-26 |
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