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426 East New York Street, Indianapolis, IN 46202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-01-01 |
Branch Locations
63 Maple Street Suite 25, Middlebury, VT 05753 • United States
426 East New York Street, Indianapolis, IN 46202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Cities Investments | Middlebury | VT | 08/2020 | Present |
| Counseling Service Of Addison County | Middlebury | VT | 08/2016 | Present |
| Flatbread | Middlebury | VT | 05/2018 | 12/2018 |
| Community Investment Counselors | Middlebury | VT | 08/2020 | Present |
8/2016 Counseling Service of Addison County; Medication Delegate, Community Associate, Behavior Interventionist; Middlebury Vermont; non investment related; approximately 40 hours a week and 160 hours a month; monitoring a house with four residents as well as administering medication.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-28 |
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