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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-06-18 |
Branch Locations
99 Swift Street, Suite 300, South Burlington, VT 05403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keurig Dr. Pepper | Waterbury | VT | 06/2017 | 02/2019 |
| Nancy Jenkins Real Estate | South Burlington | VT | 01/2020 | 09/2021 |
| Legacy Financial Services | Williston | VT | 02/2021 | Present |
| Student At The University Of Vermont | Burlington | VT | 09/2013 | 05/2017 |
| Unemployed | Charlotte | VT | 02/2019 | 01/2020 |
1. Sole Proprietor, selling goods on eBay, Located in Shelburne, VT, as of 03/01/2023; Approximately 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-22 |
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