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Middlebury, VT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silver Birch Financial Llc | Middlebury | VT | 06/2026 | Present |
| Marble Trail Advisors | Middlebury | VT | 06/2022 | 05/2026 |
| Marble Trail Advisors | Middlebury | VT | 12/2020 | 06/2022 |
| Marble Trail Advisors | Middlebury | VT | 12/2020 | 06/2022 |
| Parlour Llc | Middlebury | VT | 06/2016 | 01/2022 |
1. Red Cedar School; Non Investment-Related; Bristol, VT; School; Board Member; 8/2023; 1 hr/mo; 0 hrs/mo during securities trading hours; Duties are to attend board of director's meetings. 2. Eddy Farm School for Horse and Rider; Non Investment-Related; Middlebury, VT; School; Board Member; 3/2026; 3 hrs/mo; 0 hrs/mo during securities trading hours; Duties are to attend board of director's meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-18 |
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