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1705 Seventeenth Street Suite 100, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-01-08 |
| NH | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-24 |
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