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23 Bank Street, Lebanon, NH 03766 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-01-07 |
| NH | RA | APPROVED | 2018-11-20 |
| MA | RA | APPROVED | 2018-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schiffman, Dattilio & Company Pc | Lebanon | NH | 11/2005 | Present |
Schiffman, Dattilio & Company PC; Non-investment related; 23 Bank Street, Lebanon, NH, 03766; Certified Public Accounting Firm; shareholder/director; start date November 2005; 140 hours per month; variable hours during trading hours depending upon time of year; duties of the CPA firm include management of the firm, taxation, accounting, consulting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-08 |
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