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Current Employers
Mascoma Wealth Management

80 South Main Street Suite 103, Hanover, NH 03755 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2023-04-12
  • VT RA
    APPROVED
    Since 2023-04-12

Branch Locations

180 Battery Street Suite 205, Burlington, VT 05401 • United States

80 South Main Street Suite 103, Hanover, NH 03755 • 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
People's United Bank Burlington VT 09/2012 09/2021
Mascoma Bank Burlington VT 09/2021 Present
  • 09/2012 → 09/2021
    People's United Bank
    Burlington, VT
  • 09/2021 → Present
    Mascoma Bank
    Burlington, VT
Previous Registrations
  • 2018-05-22 → 2021-09-10
    People'S United Advisors, Inc.
    Burlington, VT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-23
  • S65 Uniform Investment Adviser Law Examination
    2018-04-23
Other Names
  • Bethany J Jarvis

View on SEC IAPD

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