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Current Employers
Trg Investment Advisors, Llc

1705 Seventeenth Street Suite 100, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2026-01-08
NH RA APPROVED 2023-02-14
  • VT RA
    APPROVED
    Since 2026-01-08
  • NH RA
    APPROVED
    Since 2023-02-14

Branch Locations

55 Railroad Row, White River Junction , VT 05001 • United States

1705 Seventeenth Street Suite 100, Denver, CO 80202 • 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
Morgan Stanley Lebanon NH 06/2017 03/2022
Computershare Canton MA 06/2013 06/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hanover NH 04/2022 02/2023
Trg Investment Advisors, Llc Brattleboro VT 02/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-24
  • S66 Uniform Combined State Law Examination
    2021-02-24

View on SEC IAPD

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