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288 Depot Street, Chester, VT 05143 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2022-11-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Financial Advisors, Llc | Hanover | NH | 12/2018 | 06/2021 |
| University Of Massachusetts Dartmouth | North Dartmouth | MA | 09/2015 | 05/2020 |
| Shp Wealth Management, Llc | Plymouth | MA | 07/2021 | 06/2022 |
| Afs Wealth Management Llc | Chester | VT | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-20 |
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