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307 Juniper Drive, South Burlington, VT 05403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-01-21 |
Branch Locations
307 Juniper Drive, South Burlington, VT 05403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Essex Asset Management Group, Inc. | South Burlington | VT | 10/2021 | 05/2025 |
| Essex Asset Management Group, Inc | South Burlington | VT | 04/2023 | 05/2025 |
| Vermont Air National Guard | South Burlington | VT | 12/2018 | Present |
| Sodexo-Uvm | Burlington | VT | 11/2010 | 04/2018 |
| Venture.CO | Burlington | VT | 02/2019 | 10/2019 |
| August First | Burlington | VT | 09/2016 | 02/2019 |
| Sap! | Burlington | VT | 03/2017 | 11/2017 |
| Purple Hearts Reunited Inc. | Burlington | VT | 04/2017 | 09/2017 |
INSURANCE AGENT; INVESTMENT RELATED; 307 JUNIPER DRIVE, SOUTH BURLINGTON VT 05403; LIFE, HEALTH, ACCIDENT & HMO; INSURANCE SALES; 20 HOURS PER MONTH DURING TRADING. VERMONT AIR NATIONAL GUARD; NON-INVESTMENT RELATED; SOUTH BURLINGTON, VT; PART-TIME GUARDSMEN; 20 TO 30 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-27 |
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