Sandra Marie Maynard

Current Employers

Employment History

• 01/2003 → 09/2016
  Nfp Advisory Services, Llc
  So. Burlington, VT
• 12/2002 → 09/2016
  Kestra Financial
  Austin, TX
• 09/2016 → 04/2023
  The Patrick Group Dba Stage 2 Planning Partners Llc
  So. Burlington, VT
• 06/2022 → 01/2025
  Stage 2 Planning Partners Llc
  S Burlington, VT
• 01/2025 → Present
  Stage 2 Planning Partners Llc
  S Burlington, VT

Previous Registrations

• 2016-09-28 → 2023-04-13
  Stage 2 Planning Partners
  South Burlington, VT
• 2016-04-21 → 2016-09-28
  Kestra Advisory Services, Llc
  South Burlington, VT
• 2003-01-16 → 2016-09-22
  Kestra Investment Services, Llc
  South Burlington, VT
  South Burlington, VT
• 1999-06-08 → 2002-12-04
  Msi Financial Services, Inc.
  Williston, VT

Other Businesses

Business Name: Sandra Maynard Financial Inc Investment Related: No Address: 1233 Shelburne Road E-6 S. Burlington VT 05403 Nature of Business: Other Other/None of the Above S Corp is used only to file my taxes Position, Title or Relationship: President Start Date: 11/2/2002 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 51% - 60% (71 - 84 hours) Duties: compile tax forms and submit to my tax preparer Business Name: Christ the King Investment Related: No Address: 136 Locust Street Burlington VT 05401 Nature of Business: Other Other/None of the Above I am a member of the finance council of my church Position, Title or Relationship: Member of the finance council Start Date: 5/1/2002 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: attend quarterly meetings Business Name: Rice Memorial High School Investment Related: No Address: 99 Proctor Ave S. Burlington VT 05403 Nature of Business: Other Other/None of the Above I keep the score book for the boys JV/Varsity Basketball teams Position, Title or Relationship: Other,scorekeeper for boys basketball paid $40 per home event (2 games each home event)volunteer my time for away games Start Date: 12/01/2008 Hours devoted to business outside trading hours: 5; Business Name: Stampin' Up Investment Related: No Address: 310 Woodbine Road Shelburne VT 05482 Nature of Business: Other Other/None of the Above demonstrator Position, Title or Relationship: Other,demonstator Start Date: 2/15/2010 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: create and teach others how to make cards and scrapbook pages Business Name: Lambert Co, LLC Investment Related: No Address: 310 Woodbine Road Shelburne VT 05482 Nature of Business: Other Other/None of the Above small family restaurant Position, Title or Relationship: my husband and I will be sole owners. Start Date: 6/30/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: My duties will be to coordinate with CPA, payroll, and attorney when paperwork needs to be completed. I will not be working in the restaurant day to day. Business Name: Insurance agent; Investment Related: Yes Address: 1233 Shelburne Road E-6 S. Burlington VT 05403 Nature of Business: insurance Position, Title or Relationship: selling insurance and long term care insurance; Start Date: 3/11/2002 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: meet with insurance clients Business Name: Christ the King/St. Anthony Church Investment Related: No Address: 305 Flynn Ave, Burlington VT 05401 Nature of Business: Other Other/None of the Above Title or Relationship: member of the 15 person finance council Start Date: 01/01/2004 Hours devoted to business outside trading hours: 1; Duties: Review financial information, vote on how money is spent as 1 of 15 votes

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-05-29
• S63 Uniform Securities Agent State Law Examination
  1990-11-12

Designations

Other Names

• Sandra L Maynard
• Sandra Marie Lacroix
• Sandra M Lacroix