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77 College St. #3A, Burlington, VT 05401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| One Day In July Llc | Burlington | VT | 08/2025 | 02/2026 |
| Kaplan | Remote | XX | 08/2016 | 09/2020 |
| Homemaker | Shelburne | VT | 09/2020 | 03/2021 |
| Orion Talent | Remote | XX | 03/2021 | 01/2022 |
| Homemaker | Shelburne | VT | 01/2022 | 08/2025 |
| One Day In July Llc | Burlington | VT | 02/2026 | Present |
Jennifer is a member of the Shelburne Water Commission located at 5420 Shelburne Road #300, Shelburne, VT 05482. The Shelburne Water Commission is comprised of five members, who are appointed by the Selectboard. The commission sets policy and the prices of public water delivery to Shelburne residents. Jennifer is a Commissioner and prepares the minutes at meetings; her role is not investment-related. Jennifer began this role in September 2022 and she devotes approximately 2-3 hours per month to the role. She does not devote any hours to the role during securities trading hours, as the commission meets in the evenings. Jennifer is also a member of the Board of Directors for SCHIP, located at 5404 Shelburne Road, Shelburne, VT 05842. SCHIP operates a resale shop and gives the revenue/proceeds after expenses to other local nonprofits via grants. Her role on the board is not investment-related. Jennifer began her role on the Board of Directors in July 2023 and she devotes approximately 5 hours per month to her duties. She does not devote any hours to the role during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-20 |
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