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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-06-09 |
Branch Locations
1236 Main Street, St. Johnsbury, VT 05819 • United States
62 Broad St, Lyndonville, VT 05851 • United States
1 Gardner Street, Newport, VT 05855 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gannan Normal University | Ganzhou | 09/2018 | 12/2019 | |
| Saga Education | Newton | MA | 08/2021 | 12/2022 |
| Providence School District | Providence | RI | 01/2023 | 06/2023 |
| Momentum Solar | South Plainsfield | NJ | 07/2023 | 12/2023 |
| Passumpsic Bank | St. Johnsbury | VT | 01/2024 | 12/2025 |
| Passumpsic Financial Advisors | St Johnsbury | VT | 01/2026 | Present |
| Swarovski | Cranston | RI | 06/2017 | 07/2018 |
| Eckerd College | St Petersburg | FL | 08/2014 | 05/2018 |
| Unemployed | Stony Point | NY | 01/2020 | 06/2021 |
| Osaic Institutions, Inc. | Meriden | CT | 03/2026 | Present |
1.) Passumpsic Financial Advisors (division of Passumpsic Bank). Bank. Yes, investment related. Jr Financial Consultant. Started Dec 2025. Approx 156 hours per month. Approx 136 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-08 |
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