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431 Pine Street Suite 114, Burlington, VT 05401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-12 |
| VT | RA | APPROVED | 2025-01-01 |
Branch Locations
Palm Beach Gardens, FL • United States
431 Pine Street Suite 114, Burlington, VT 05401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fleischer Jacobs Group | South Burlington | VT | 11/2012 | 11/2018 |
| Nfp Advisor Services | Austin | TX | 11/2012 | 11/2018 |
| Mml Investors Services | Colchester | VT | 05/2019 | 03/2020 |
| Mass Mutual Life Insurance Company | Colchester | VT | 01/2019 | 03/2020 |
| Professional Financial Assoc. Mass Mutual Agent Timothy Monty | Colchester | VT | 01/2019 | 03/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burlington | VT | 03/2020 | 09/2023 |
| Bank Of America, N.A. | Burlington | VT | 04/2020 | 09/2023 |
| 44 North Capital, Llc | Burlington | VT | 09/2023 | Present |
1.KLS MANAGEMENT, LLC; NOT INVESTMENT RELATED; NAPERVILLE, IL; LLC; LIMITED PARTNER; 1/2015; ZERO HOURS DEVOTED PER MONTH; ZERO HOURS DURING TRADING HOURS; LLC CREATED FOR VARIOUS REAL ESTATE PROPERTIES. 2. REAL ESTATE INVESTMENT PROPERTIES; NOT INVESTMENT RELATED; SOUTH BURLINGTON. VT; ASSOCIATION; 1/2021; TWO HOURS DEVOTED PER MONTH; ZERO HOURS DEVOTED DURING TRADING HOURS; MANAGE PREPERTIES AND TENANTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-06 |
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