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873 E. State Street, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-06-18 |
| NY | RA | APPROVED | 2024-06-17 |
| VT | RA | APPROVED | 2024-06-17 |
Branch Locations
1177 6Th Avenue Floor 05 - Office Number 5062, New York, NY 10036 • United States
233 E Main St #416, Bozeman, MT 59715 • United States
188 South Main Sreet, Stowe, VT 05672 • United States
873 E. State Street, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stowe Mountain Club | Stowe | VT | 12/2017 | 01/2018 |
| The Club At Spruce Peak | Stowe | VT | 05/2018 | 08/2018 |
| The Black Dog | Oak Bluffs | MA | 06/2019 | 08/2019 |
| Triad Advisors, Llc | Norcross | GA | 06/2020 | 05/2023 |
| Full-Time Education | Stowe | VT | 06/2011 | 11/2017 |
| Syracuse University | Syracuse | NY | 09/2019 | 05/2020 |
| Full-Time Education | Stowe | VT | 02/2018 | 04/2018 |
| Syracuse University | Syracuse | NY | 09/2018 | 05/2019 |
| Wealth Management Associates, Inc. | Eagle | ID | 07/2021 | 05/2023 |
| Lpl Financial Llc | White Plains | NY | 06/2023 | 05/2024 |
| Trivium Point Advisory Llc | White Plains | NY | 12/2023 | 05/2024 |
| Hanover Financial Group | Stowe | VT | 06/2024 | Present |
| Continuum Advisory | Eagle | ID | 06/2024 | Present |
1) DBA Hanover Financial Group; Investment-Related: Yes; Address: 188 S. Main Street, Stowe, VT 05672; Nature: Financial Advising; Position: Investment Advisor Representative; Start Date: 06/2024; Number of Hours/Month: 100; Number of Hours/Month during Trading Hours: 100. 2) Insurance Sales; Investment-Related; 188 S Main Street, Stowe, VT 05672; Insurance Sales; 06/2024; 5 Hours/Month; Hours/Month during Trading Hours: 5.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-22 |
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