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77 College St. #3A, Burlington, VT 05401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-07-07 |
| VT | RA | APPROVED | 2020-07-07 |
Branch Locations
77 College St. #3A, Burlington, VT 05401 • United States
26 South Main Street Unit No. 4, Hanover, NH 03755 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| One Day In July Llc | Burlington | VT | 11/2019 | Present |
| Vermont Day School | Shelburne | VT | 09/2017 | 03/2020 |
| Homemaker | Burlington | VT | 08/2013 | 09/2017 |
Nancy is a member of the Finance Committee for Fletcher Free Library located at 235 College Street, Burlington, VT 05401. The Fletcher Free Library is a public library. Nancy's role on the Finance Committee is investment-related insofar as her duties include making recommendations for how the library should invest its funds. Nancy began this role June 2, 2025 and devotes approximately 5 hours per year (less than 1 hour per month) to the role. She does not devote any hours to the role during securities trading hours as the Committee meeting are scheduled in the evenings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-22 |
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