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18 S Main St, Rutland, VT 05701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2024-04-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Family Credit Union | Rutland | VT | 07/2014 | 06/2022 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 08/2014 | 03/2024 |
| Lpl Financial Llc | Rutland | VT | 05/2022 | 03/2024 |
| Greenhill Financial Partners Llc | Rutland | VT | 04/2024 | Present |
I am a volunteer board member and treasurer on the board of The Rutland Area Food Coop, which is a small food coop. I do not receive compensation and my job is to review policy and financials to make sure the coop is in good financial standing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-01 |
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