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18 S Main St, Rutland, VT 05701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-05-14 |
Branch Locations
64 Main St, Montpelier, VT 05602 • United States
18 S Main St, Rutland, VT 05701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vsecu | Montpelier | VT | 02/2023 | 05/2024 |
| Vsecu | Montpelier | VT | 07/2020 | 02/2023 |
| Harwood Unified Union School District | Moretown | VT | 04/2021 | 06/2022 |
| Montpelier Roxbury Public Schools | Montpelier | VT | 03/2018 | 06/2020 |
| Montpelier Roxbury Public Schools | Montpelier | VT | 08/2017 | 06/2020 |
| Montpelier Roxbury Public Schools | Montpelier | VT | 07/2015 | 06/2020 |
| Lpl Financial | Montpelier | VT | 02/2023 | 05/2024 |
| Ameriprise Financial Services, Llc | Barre | VT | 06/2024 | 05/2025 |
| Greenhill Financial Partners Llc | Rutland | VT | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-09 |
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