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3 Baldwin Ave, South Burlington, VT 05403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2024-12-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quantum Leap Capital, Llc | Burlington | VT | 01/2018 | Present |
| Mount Family Group Ltd. Dba Westaff Workforce Solutions | Burlington | VT | 11/2005 | 01/2018 |
05/11/2015 - Insurance Firm - Not Investment Related - Insurance Agent - Start Date: 05/2018 - Provide fixed and variable insurance policies to Clients -Spends less than 5% of her time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-10 |
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