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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-09 |
| VT | RA | APPROVED | 2014-01-27 |
Branch Locations
346 Shelburne Road Suite 501, Burlington, VT 05401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Burlington | VT | 08/2013 | Present |
| Raymond James Financial Services Advisors Inc. | Burlington | VT | 01/2014 | Present |
| Advisors In Financial Planning | Burlington | VT | 01/2014 | 05/2022 |
| Hickok & Boardman Financial Planning & Hr Intelligence | Burlington | VT | 02/2013 | Present |
(1)Name of Business: Hickok & Boardman Capital Management Address: 346 Shelburne Rd, Burlington, VT, 05401, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Firm partner as of beginning of the year.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-23 |
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