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77 College St. #3A, Burlington, VT 05401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2023-02-13 |
Branch Locations
77 College St Suite 3A, Burlington, VT 05401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| One Day In July Llc | Burlington | VT | 01/2023 | Present |
| University Of Vermont | Burlington | VT | 01/2020 | 01/2023 |
| University Of Vermont | Burlington | VT | 01/2019 | 01/2020 |
| Unemployed | Essex | VT | 09/2018 | 12/2018 |
| Saint Michael's College | Colchester | VT | 08/2013 | 08/2018 |
Matthew is an owner of White Oak Self Storage LLC located at 27 and 38 Lee Ct., Colchester, VT 05446, which is a self storage facility. Matthew's role in the business is not investment-related; his duties are primarily related to facility valuation and market research. Matthew began this role December 1, 2025 and devotes approximately 5 hours per month to the role. He does not devote any hours to the role during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-11 |
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