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88 Main Street, Middlebury, VT 05753 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2021-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marble Trail Advisors | Middlebury | VT | 03/2021 | Present |
| Marble Trail Advisors | Middlebury | VT | 08/2018 | 03/2021 |
| Davis And Associates | Middlebury | VT | 01/2017 | 12/2018 |
| Vermont Book Shop | Middlebury | VT | 08/2006 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-23 |
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