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Bret Lyn Hodgdon

Copper Leaf Financial, LLC

Williston, VT

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Current Employers
Copper Leaf Financial, Llc

33 Blair Park Road Suite 203, Williston, VT 05495 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2016-12-27
  • VT RA
    APPROVED
    Since 2016-12-27

Branch Locations

33 Blair Park Road Suite 203, Williston, VT 05495 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc. Fairfield IA 06/2009 12/2016
Cambridge Investment Research Advisors, Inc Fairfield IA 06/2011 12/2016
Davis & Hodgdon Associates Cpas Plc Williston VT 01/2005 Present
Copper Leaf Financial, Llc Williston VT 03/2015 Present
33 Blair Park Llc Williston VT 12/2023 Present
Previous Registrations
Other Businesses

1)33 BLAIR PARK, LLC., 33 BLAIR PARK ROAD, STE 201., WILLISTON, VT 05495. BEGAN 05/15/2009 AS A MEMBER OF REAL ESTATE PARTNERSHIP THAT OWNS THE OFFICE SPACE OCCUPIED BY DAVIS & HODGDON ASSOCIATES CPAS. NOT INVESTMENT RELATED. DEVOTES 20 HR/YR, 0/TRADE. 2)DAVIS & HODGDON ASSOCIATES CPAS, 33 BLAIR PARK RD, STE 201., WILLISTON, VT 05495. BEGAN 12/01/1998 AS A PARTNER IN TAX PREPARATION AND ACCOUNTING AS A PRACTICING CPA. BECAME AN OWNER IN JANUARY 2005. INVESTMENT RELATED. DEVOTES 2200 HR/YR, 1352 HR/YR DURING TRADING. 3) LOST AND FOUND, LLC, RENTAL REAL ESTATE LLC, 5 CORPORATE DRIVE, ESSEX JUNCTION, VT 05452, NOT INVESTMENT RELATED. MEMBER. DEVOTES .5 HRS/MONTH, NONE DURING TRADING.

Designations
Other Names
  • Bret L. Hodgdon

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