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Brody Jordan Hoffman

Maple Capital Management, Inc.

Montpelier, VT

CRD 7645297

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Employer firm

Maple Capital Management, Inc. CRD 130209

$2.58B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Maple Capital Management, Inc.

535 Stone Cutters Way, Montpelier, VT 05602 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2022-12-05
  • VT RA
    APPROVED
    Since 2022-12-05

Branch Locations

535 Stone Cutters Way, Montpelier, VT 05602 • 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
Maple Capital Management Montpelier VT 09/2022 Present
Lague Inc Berlin VT 03/2021 09/2022
Ig Wealth Management Saskatoon 08/2017 03/2021
Mainline Chrysler Rosetown 11/2016 07/2017
East Coast Hockey League Tulsa OK 10/2016 11/2016
Unemployed Minneapolis MN 06/2016 10/2016
  • 09/2022 → Present
    Maple Capital Management
    Montpelier, VT
  • 03/2021 → 09/2022
    Lague Inc
    Berlin, VT
  • 08/2017 → 03/2021
    Ig Wealth Management
    Saskatoon
  • 11/2016 → 07/2017
    Mainline Chrysler
    Rosetown
  • 10/2016 → 11/2016
    East Coast Hockey League
    Tulsa, OK
  • 06/2016 → 10/2016
    Unemployed
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-03
  • S65 Uniform Investment Adviser Law Examination
    2022-12-03
Other Names
  • Brody Hoffman

View on SEC IAPD

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