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Beth Ann Wilson

Poulos Advisors, Inc.

South Burlington, VT

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Current Employers
Poulos Advisors, Inc.

1233 Shelburne Road C-4, South Burlington, VT 05403 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2026-01-07
  • VT RA
    APPROVED
    Since 2026-01-07

Branch Locations

1233 Shelburne Road C-4, South Burlington, VT 05403 • 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
Poulos Advisors, Inc. South Burlington VT 09/2010 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-09-20
  • S65 Uniform Investment Adviser Law Examination
    2010-09-20
Other Names
  • Beth Ann Bergeron

View on SEC IAPD

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