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145 Pine Haven Shores Rd Suite 1021, Shelburne, VT 05482 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-08-03 |
Branch Locations
145 Pine Haven Shores Rd Suite 1021, Shelburne, VT 05482 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Birch Tree Tax Llc | Shelburne | VT | 01/2014 | Present |
| Cedar Wing Llc | Shelburne | VT | 04/2026 | Present |
Birch Tree Tax LLC; Non-Investment related; Tax advising; Owner/President; 01/2014; approximately 80% of time is spent on this activity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-04 |
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