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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2016-11-15 |
| TX | RA | APPROVED_RES | 2016-11-04 |
Branch Locations
40 Main Street Suite 400, Burlington, VT 05401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Burlington | VT | 11/2016 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plainsboro | NJ | 11/1993 | 11/2016 |
(1)Name of Business: It is not incorporated. It is the guest house on our property/primary residence Address: 2979 Greenbush rd, Charlotte , VT, 05445, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/18/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We rent out our guest house on VRBO and Airbnb (2)Name of Business: The Weste Berkshire Trust Address: 2979 Greenbush rd, charlotte, VT, 05445, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 01/13/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My siblings and I inherited my Great Great Grandfather's farmhouse.It is worth about $180,000. We plan to rent it so we can keep it in the family without its upkeep becoming a financial burden.No current website but we may use Airbnb in 2024/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-07 |
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