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William Frank Koster

One Day In July LLC

Vergennes, VT

CRD 1452809

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Employer firm

One Day In July LLC CRD 284335

$1.36B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
One Day In July Llc

77 College St. #3A, Burlington, VT 05401 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2019-09-04
  • VT RA
    APPROVED
    Since 2019-09-04

Branch Locations

206 Main Street, Vergennes, VT 05491 • 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
One Day In July Llc Burlington VT 08/2019 Present
Vermont Works Management Company, Llc Burlington VT 06/2016 08/2019
  • 08/2019 → Present
    Burlington, VT
  • 06/2016 → 08/2019
    Vermont Works Management Company, Llc
    Burlington, VT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-07
S63 Uniform Securities Agent State Law Examination 1992-01-02
  • S65 Uniform Investment Adviser Law Examination
    2019-06-07
  • S63 Uniform Securities Agent State Law Examination
    1992-01-02
Other Names
  • William Koster

View on SEC IAPD

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