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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2021-01-14 |
Branch Locations
346 Shelburne Street Suite 501, Burlington, VT 05401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crestwood Advisors Llc | Boston | MA | 06/2016 | 12/2016 |
| Crestwood Advisors Group, Llc | Boston | MA | 01/2017 | 10/2018 |
| Raymond James And Associates, Inc. | Burlington | VT | 05/2019 | 01/2021 |
| Unemployed | South Burlington | VT | 11/2018 | 01/2019 |
| Raymond James Financial Services Advisors, Inc. | Burlington | VT | 01/2021 | Present |
| Raymond James Financial Services, Inc. | Burlington | VT | 01/2021 | Present |
| Raymond James & Associates | Burlington | VT | 02/2019 | 01/2021 |
| Hickok & Boardman Capital Management | Burlington | VT | 01/2021 | Present |
(1) Name of Business: Burlington Country Club Address: 460 Country Club Road, Burlington, VT, 05401, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 01/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Cash flow planning - reviewing/managing expendituresBudget planning/managementReview of financials (2) Name of Business: Greater Burlington YMCA Address: 298 College Street, Burlington, VT, 05401, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 04/19/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Please see attached. (3) Name of Business: Hickok & Boardman Capital Management Address: 346 Shelburne Road, Burlington, VT, 05401, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/04/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Employee of support company for branch
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-08 |
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