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50 Lakeside Ave #106, Burlington, VT 05401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-05-13 |
| VT | RA | APPROVED | 2024-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dealer.COm | Burlington | VT | 03/2016 | 04/2017 |
| Axa Advisors Llc | New York | NY | 02/2017 | 06/2020 |
| Charles Dinklage | Burlington | VT | 02/2017 | 05/2020 |
| Equitable Advisors, Llc | New York | NY | 02/2017 | 04/2022 |
| Frazier Financial Advisors, Llc | Dublin | OH | 04/2022 | 12/2023 |
| Triad Advisors | Norcross | GA | 07/2022 | 10/2022 |
| Private Client Services | Columbus | OH | 10/2022 | 12/2023 |
| Shipwright Advisors, Llc | Burlington | VT | 01/2024 | Present |
David Nathan Owen will provide non-advisory related business strategy consulting services. This activity accounts for 10% of David Nathan Owen's time during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-04 |
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