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Thomas Walter Cree

Independent Outlook Group, Inc.

East Dorset, VT

CRD 7012142

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Employer firm

Independent Outlook Group, Inc. CRD 298584

Reported services (Item 5G)

  • Selection of other advisers
  • QUANTITATIVE AND/OR TECHNICAL INVESTMENT CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Independent Outlook Group, Inc.

East Dorset, VT • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2018-12-07
  • VT RA
    APPROVED
    Since 2018-12-07

Branch Locations

East Dorset, VT • 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
Independent Outlook Group, Inc. East Dorset VT 09/2017 Present
N/A-Sole Proprietorship Operating As Independent Outlook Group East Dorset VT 05/2002 09/2017
  • 09/2017 → Present
    East Dorset, VT
  • 05/2002 → 09/2017
    N/A-Sole Proprietorship Operating As Independent Outlook Group
    East Dorset, VT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-07-19
  • S65 Uniform Investment Adviser Law Examination
    2018-07-19
Other Names
  • Thomas Cree

View on SEC IAPD

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