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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-02-02 |
| VT | RA | APPROVED | 2024-02-02 |
Branch Locations
1 Gardner Street, Newport, VT 05855 • United States
1236 Main Street, St. Johnsbury, VT 05819 • United States
497 Railroad Street, St. Johnsbury, VT 05819 • United States
117 Main St, Lancaster, NH 03584 • United States
81 Meadow Street, Littleton, NH 03561 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2018 | 09/2020 |
| Community Financial Service Group | Lyndonville | VT | 02/2017 | 08/2021 |
| Unemployed | Waterford | VT | 01/2017 | 02/2017 |
| Northern Lights Credit Union | St. Johnsbury | VT | 04/2013 | 01/2017 |
| Lpl Financial Llc | Lyndonville | VT | 09/2020 | 08/2021 |
| Passumpsic Bank | St Johnsbury | VT | 08/2021 | 09/2022 |
| Passumpsic Financial Advisors | St. Johnsbury | VT | 09/2022 | Present |
| Osaic Institutions, Inc. (Formerly Infinex Investments, Inc.) | Meriden | CT | 09/2022 | Present |
1.) St. Johnsbury Athenaeum. Not investment related. Library and Art Gallery. Treasurer. Stated July 2026. Approx 6 hours per month not during trading hours. Board member, treasurer duties. Report to board chair financials and chair their finance committee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-10 |
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