Best Investors Account Sign in
Inactive

Christopher St. Peter Mckeown

One Day In July LLC

Burlington, VT

CRD 7990181

Claim This Profile
Employer firm

One Day In July LLC CRD 284335

$1.36B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
One Day In July Llc

77 College St. #3A, Burlington, VT 05401 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2024-10-01
  • VT RA
    APPROVED
    Since 2024-10-01

Branch Locations

77 College St. #3A, Burlington, VT 05401 • 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
Unemployed N/A XX 08/2024 09/2024
One Day In July Llc Burlington VT 10/2024 Present
The Externship - Amplified Planning Remote XX 06/2024 07/2024
Unemployed N/A XX 02/2024 05/2024
Omnicom Media Group (Omg) New York NY 12/2021 02/2024
Universal Mccann (Um) New York NY 01/2020 12/2021
Universal Mccann (Um) New York NY 03/2017 01/2020
Universal Mccann (Um) New York NY 10/2015 03/2017
  • 08/2024 → 09/2024
    Unemployed
    N/A, XX
  • 10/2024 → Present
    One Day In July Llc
    Burlington, VT
  • 06/2024 → 07/2024
    The Externship - Amplified Planning
    Remote, XX
  • 02/2024 → 05/2024
    Unemployed
    N/A, XX
  • 12/2021 → 02/2024
    Omnicom Media Group (Omg)
    New York, NY
  • 01/2020 → 12/2021
    Universal Mccann (Um)
    New York, NY
  • 03/2017 → 01/2020
    Universal Mccann (Um)
    New York, NY
  • 10/2015 → 03/2017
    Universal Mccann (Um)
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-23
  • S65 Uniform Investment Adviser Law Examination
    2024-09-23

View on SEC IAPD

Nearby Firms

RAYMOND JAMES & ASSOCIATES, INC.
CETERA INVESTMENT ADVISERS LLC
BLUE SLATE INVESTMENT MANAGEMENT

Nearby Investors

Joseph George Hameline
Zachary Kirka
Alexander B White

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · Burlington, VT
CETERA INVESTMENT ADVISERS LLC · BURLINGTON, VT
BLUE SLATE INVESTMENT MANAGEMENT · BURLINGTON, VT

More in Burlington, VT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor