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76 Pearl St Suite 205, Essex Junction, VT 05452 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2010-08-30 |
Branch Locations
76 Pearl St Suite 205, Essex Junction, VT 05452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dwv Cpa Pc | Essex Junction | VT | 09/1990 | Present |
| Dwv Advisors, Llc | Essex Junction | VT | 08/2009 | Present |
Dennis William Voigt is the president and owner of the CPA firm DWV CPA PC. From time to time, he will offer clients advice or products from those activities. BMJCM will always act in the best interest of the client. DWV Advisors LLC; Member; investment related: Yes; 76 Pearl St, Suite 205 Essex Junction VT 05452 USA; This entity will provide overall financial advisory services to businesses and individuals that are accounting and tax clients of DWV CPA PC and businesses and individuals that are investment management clients of DWV Asset Management LLC. This firm will be the umbrella firm with the CPA firm and the RIA firm each separately performing their services in accordance with their separate legal and regulatory requirements. Each of the entities are owned as follows: DWV Advisors LLC - 100% Dennis Voigt DWV CPA PC - 95% Dennis Voigt DWV Asset Management LLC - 100% Dennis Voigt; Duties: Oversee and/or deliver the performance of financial advisory services provided to clients of the CPA firm and/or the RIA firm.; 2022-04-01; Hours per month devoted to business during trading hours: 33; Hours per month devoted to business outside trading hours: 12; Percentage of total yearly compensation expected to be derived from the business: 33.3;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-09 |
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