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Oak Maple Finance, LLC CRD 322908
$92.5M regulatory AUM 30 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
35 King Street, Suite 10, Burlington, VT 05401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-11 |
| VT | RA | APPROVED | 2025-01-08 |
Branch Locations
35 King Street, Suite 10, Burlington, VT 05401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oak Maple Finance | Burlington | VT | 10/2024 | Present |
| Oak Maple Finance | Burlington | VT | 10/2023 | 10/2024 |
| Pathway Financial Advisors | South Burlington | VT | 09/2016 | 10/2023 |
| Merchants Trust Company | South Burlington | VT | 09/2010 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-31 |
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