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77 College St. #3A, Burlington, VT 05401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-21 |
| VT | RA | APPROVED | 2025-02-04 |
Branch Locations
6 Crafts Ave., Northampton, MA 01060 • United States
351 Main Street, Bennington, VT 05201 • 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 |
|---|---|---|---|---|
| Austin Fire Department | Austin | TX | 01/2012 | 01/2025 |
| Austin Firefighters Retirement Fund | Austin | TX | 01/2021 | Present |
| One Day In July Llc | Burlington | VT | 02/2025 | Present |
John Robert Bass serves as a Trustee on the Board of Trustees for the Austin Firefighters Retirement Fund (located at 4101 Parkstone Heights Dr, Suite 270, Austin, TX 78746), and has done so since 01/2021. Trustees hold elected and unpaid positions, are primarily tasked with an oversight role for the defined benefit pension plan for members of the Austin Fire Department, and have a fiduciary duty to plan members. In concert with the investment consultant, they set the Fund's overall asset allocation and perform manager selection. John Robert Bass devotes up to roughly 10 hours per month to this work; his hours devoted during securities trading hours vary, but in general would be 2-5 hours per month. One Day In July LLC does not believe that John Robert Bass' role on this board represents any conflict of interest to our firm or our clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-01 |
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