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80 South Main Street Suite 103, Hanover, NH 03755 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-04-14 |
Branch Locations
180 Battery Street Suite 205, Burlington, VT 05401 • United States
80 South Main Street Suite 103, Hanover, NH 03755 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Susquehanna University | Selinsgrove | PA | 05/2015 | 05/2019 |
| Leadersup | Los Angeles | CA | 06/2017 | 09/2017 |
| Bayson Company | Lyme | NH | 05/2018 | 08/2019 |
| Bayson Company | Lyme | NH | 12/2018 | 01/2019 |
| Ledyard National Bank | Hanover | NH | 08/2019 | 10/2020 |
| Mascoma Bank | Lebanon | NH | 11/2020 | 05/2021 |
| Mascoma Wealth Management | Burlington | VT | 03/2022 | Present |
| Unemployed | Charleston | SC | 06/2021 | 02/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-12 |
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