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77 College St. #3A, Burlington, VT 05401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2024-10-23 |
Branch Locations
92 Lower Main Street, Morrisville, VT 05661 • United States
77 College St. #3A, Burlington, VT 05401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Intervale Center | Burlington | VT | 01/2010 | 08/2017 |
| The University Of Vermont | Burlington | VT | 08/2017 | 08/2018 |
| High Fidelity, Inc | Milton | VT | 09/2018 | 04/2022 |
| Propgate, Pbc | Arvada | CO | 04/2022 | 06/2024 |
| One Day In July Llc | Burlington | VT | 07/2024 | 10/2024 |
| One Day In July Llc | Burlington | VT | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-22 |
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