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Meredith Grace Phippen

Williams Financial, LLC

North Bennington, VT

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Current Employers
Williams Financial, Llc

12 Main Street, North Bennington, VT 05257 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2024-02-27
  • VT RA
    APPROVED
    Since 2024-02-27

Branch Locations

12 Main Street, North Bennington, VT 05257 • 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
Williams Financial. Llc Bennington VT 12/2019 Present
N/A Hoosick Falls NY 07/2019 12/2019
Renee J. Jacobs, Cpa Bennington VT 03/2017 04/2017
Evan Wilson Studios Hoosick Falls NY 05/2013 08/2019
Bennington Colllege Bennington VT 05/2019 07/2019
  • 12/2019 → Present
    Williams Financial. Llc
    Bennington, VT
  • 07/2019 → 12/2019
    N/A
    Hoosick Falls, NY
  • 03/2017 → 04/2017
    Renee J. Jacobs, Cpa
    Bennington, VT
  • 05/2013 → 08/2019
    Evan Wilson Studios
    Hoosick Falls, NY
  • 05/2019 → 07/2019
    Bennington Colllege
    Bennington, VT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-26
  • S65 Uniform Investment Adviser Law Examination
    2024-02-26
Other Names
  • Meredith Grace Youngmann
  • Meredith Youngmann Phippen

View on SEC IAPD

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Other Investors

DARYL ANN SPIRKA
JAMES JASON WILLIAMS
TYLER RICHARD CINELLI
JAMES D SAWTELLE
NATHANIEL AARON MARCOUX
DEBORAH LYN LANE
KENNETH PATRICK LANE
BRIAN DONALD MCKENNA

Other Offices

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · BENNINGTON, VT
COMMONWEALTH FINANCIAL NETWORK · BENNINGTON, VT
BENNINGTON FINANCIAL PLANNING GROUP · BENNINGTON, VT
EQUITY SERVICES, INC. · BENNINGTON, VT
EDWARD JONES · BENNINGTON, VT
MAIDSTONE WEALTH MANAGEMENT, LLC · CAMBRIDGE, NY
QUARTZ PARTNERS INVESTMENT MANAGEMENT · Cambridge, NY
CAMBRIDGE WEALTH MANAGEMENT, LLC · CAMBRIDGE, NY

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