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Current Employers
True North Financial Planning, Llc

68 Randall Street Suite #120, South Burlington, VT 05403 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2014-04-10
  • VT RA
    APPROVED
    Since 2014-04-10

Branch Locations

68 Randall Street Suite #120, 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
True North Financial Planning, Llc Burlington VT 02/2014 Present
Self Burlington VT 07/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-03
  • S65 Uniform Investment Adviser Law Examination
    2014-03-03

View on SEC IAPD

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