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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-01-09 |
Branch Locations
126 College Street Suite 350, Burlington, VT 05401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bascomb Madison & James Capital Management, Llc | Essex Junction | VT | 01/2014 | 03/2022 |
| D.W. Voigt Cpa P.C. | Essex Junction | VT | 05/2011 | 03/2022 |
| W.H. Cornerstone Investments Inc. | Kingston | MA | 03/2022 | 08/2023 |
| Equitable Advisors Llc | New York | NY | 03/2024 | Present |
| Equitable Advisors Llc | New York | NY | 08/2023 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-10-18 |
| S65 | Uniform Investment Adviser Law Examination | 2012-10-12 |
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