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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-10-27 |
| MA | RA | APPROVED | 2023-11-15 |
Branch Locations
996 S Main Street, Stowe, VT 05672 • United States
Waterbury Center, VT • United States
1 Edgewater Drive, Suite 108, Norwood, MA 02062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Colchester | VT | 02/2020 | 06/2021 |
| Birchview Capital Management | Burlington | VT | 06/2020 | 06/2020 |
| Valityx | Alexandria | VA | 09/2019 | 06/2020 |
| University Of Vermont | Burlington | VT | 09/2016 | 05/2020 |
| Nylife Securities | Colchester | VT | 02/2020 | 06/2021 |
| Marriott Hotels | South Burlington | VT | 06/2019 | 11/2019 |
| Copper Grouse | Manchester | VT | 09/2015 | 07/2017 |
| Uvm Foundation | Burlington | VT | 09/2018 | 05/2019 |
| Mass Mutual Life Insurance Company | Boston | MA | 06/2021 | 10/2023 |
| Mml Investors Services Llc | Boston | MA | 07/2021 | 10/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2023 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2023 | Present |
| Ripcord Partners | Norwood, | MA | 10/2023 | Present |
1) HOOGENBOOM WEALTH MANAGEMENT, 1001 WEST OAK STREET STE 201 BOZEMAN MT, 04/2024, EMPLOYEE, DBA, INV REL, 160 HR/MO 130 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-19 |
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