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Adam Taylor Eiklor

Copper Leaf Financial, LLC

Williston, VT

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Current Employers
Copper Leaf Financial, Llc

33 Blair Park Road Suite 203, Williston, VT 05495 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2026-07-23
  • VT RA
    APPROVED
    Since 2026-07-23

Branch Locations

33 Blair Park Road Suite 203, Williston, VT 05495 • 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
Copper Leaf Financial Williston VT 02/2026 Present
Slopestyle Ski And Ride Montpelier VT 10/2013 03/2026
  • 02/2026 → Present
    Copper Leaf Financial
    Williston, VT
  • 10/2013 → 03/2026
    Slopestyle Ski And Ride
    Montpelier, VT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-21
  • S65 Uniform Investment Adviser Law Examination
    2026-07-21
Other Names
  • Adam Taylor Mclean

View on SEC IAPD

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PATHWAY FINANCIAL ADVISORS, LLC · SOUTH BURLINGTON, VT
LPL FINANCIAL LLC · Williston, VT
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · WILLISTON, VT
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