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Jacquelyn Michele Thibeault

Copper Leaf Financial, LLC

Williston, VT

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Current Employers
Copper Leaf Financial, Llc

33 Blair Park Road Suite 203, Williston, VT 05495 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2021-05-14
  • VT RA
    APPROVED
    Since 2021-05-14

Branch Locations

33 Blair Park Road Suite 203, Williston, VT 05495 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Copper Leaf Financial Williston VT 04/2020 Present
Saint Michael'S College Colchester VT 08/2017 05/2020
Kinney Drugs Burlington VT 12/2018 04/2020
Vermont State Employees Credit Union Montpeller VT 06/2020 11/2020
Vermont Lake Monsters Burlington VT 07/2018 11/2019
Cvs Pharmacy Burlington VT 09/2017 12/2018
Student Barre VT 08/2010 08/2017
  • 04/2020 → Present
    Copper Leaf Financial
    Williston, VT
  • 08/2017 → 05/2020
    Saint Michael'S College
    Colchester, VT
  • 12/2018 → 04/2020
    Kinney Drugs
    Burlington, VT
  • 06/2020 → 11/2020
    Vermont State Employees Credit Union
    Montpeller, VT
  • 07/2018 → 11/2019
    Vermont Lake Monsters
    Burlington, VT
  • 09/2017 → 12/2018
    Cvs Pharmacy
    Burlington, VT
  • 08/2010 → 08/2017
    Student
    Barre, VT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-30
  • S65 Uniform Investment Adviser Law Examination
    2021-04-30
Designations
Other Names
  • Jacquelyn Michele Winkler

View on SEC IAPD

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Other Investors

MICHAEL PATRICK JUNGA
JONATHAN ERIC WHITEHOUSE
JOHN WENTLING DAVIS
BREANNA SYKES
BRET LYN HODGDON
ADAM TAYLOR EIKLOR
Ryan J Bergmann
JEFFREY DONALD STEELE

Other Offices

ALLSTATE FINANCIAL ADVISORS, LLC · Williston, VT
LPL FINANCIAL LLC · WILLISTON, VT
SILVERLAKE WEALTH MANAGEMENT LLC · WILLISTON, VT
PATHWAY FINANCIAL ADVISORS, LLC · SOUTH BURLINGTON, VT
LPL FINANCIAL LLC · Williston, VT
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · WILLISTON, VT
AMERIPRISE FINANCIAL SERVICES, LLC · South Burlington, VT
BERGER FINANCIAL GROUP · South Burlington, VT

More in Williston, VT

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