RIA Intelligence

ONE DAY IN JULY LLC

CRD #284335 SEC #801-113839 BURLINGTON, VT (802) 503-8280
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
20
Clients
51
Accounts
3,737

Firm Details

Organization Type
Limited Liability Company
State of Formation
Vermont
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 15, 2025
Branch Offices
5

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BILLS, JAYNE, ANNICHIEF COMPLIANCE OFFICERNA Control
BILLS, JAYNE, ANNICHIEF COMPLIANCE OFFICERNA Control
BILLS, JAYNE, ANNICHIEF COMPLIANCE OFFICERNA Control
BILLS, JAYNE, ANNICHIEF COMPLIANCE OFFICERNA Control
Kelly, BurtaIDIRECTOR OF OPERATIONSNA Control
Kelly, BurtaIDIRECTOR OF OPERATIONSNA Control
Kelly, BurtaIDIRECTOR OF OPERATIONSNA Control
Cunningham, Daniel, PatrickICHIEF COMPLIANCE OFFICERE Control
Cunningham, Daniel, PatrickICHIEF COMPLIANCE OFFICERE Control
Cunningham, Daniel, PatrickICHIEF COMPLIANCE OFFICERE Control
Cunningham, Daniel, PatrickICHIEF COMPLIANCE OFFICERE Control
Cunningham, Daniel, PatrickICHIEF COMPLIANCE OFFICERE Control
Cunningham, Daniel, PatrickICHIEF COMPLIANCE OFFICERE Control
Cunningham, Daniel, PatrickICHIEF COMPLIANCE OFFICERE Control
Cunningham, Daniel, PatrickICHIEF COMPLIANCE OFFICERE Control
Cunningham, Daniel, PatrickICHIEF COMPLIANCE OFFICERE Control
Cunningham, Daniel, PatrickICHIEF COMPLIANCE OFFICERE Control
Cunningham, Daniel, PatrickICHIEF COMPLIANCE OFFICERE Control
Cunningham, Daniel, PatrickICHIEF COMPLIANCE OFFICERE Control
Cunningham, Daniel, PatrickICHIEF COMPLIANCE OFFICERE Control
Cunningham, Daniel, PatrickICHIEF COMPLIANCE OFFICERE Control
Cunningham, Daniel, PatrickICHIEF COMPLIANCE OFFICERE Control
Cunningham, Daniel, PatrickICHIEF COMPLIANCE OFFICERE Control
Cunningham, Daniel, PatrickICHIEF COMPLIANCE OFFICERE Control
Cunningham, Daniel, PatrickICHIEF COMPLIANCE OFFICERE Control
Cunningham, Daniel, PatrickICHIEF COMPLIANCE OFFICERE Control
Cunningham, Daniel, PatrickICHIEF COMPLIANCE OFFICERE Control
Cunningham, Daniel, PatrickICHIEF EXECUTIVE OFFICER & SOLE MEMBER/MANAGING MEMBERE Control
Cunningham, Daniel, PatrickICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, & SOLE MEMBER/MANAGING MEMBERE Control
Cunningham, Daniel, PatrickICHIEF EXECUTIVE OFFICER & SOLE MEMBER/MANAGING MEMBERE Control
Cunningham, Daniel, PatrickICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, & SOLE MEMBER/MANAGING MEMBERE Control
Cunningham, Daniel, PatrickICHIEF EXECUTIVE OFFICER & SOLE MEMBER/MANAGING MEMBERE Control
Cunningham, Daniel, PatrickICHIEF EXECUTIVE OFFICER & SOLE MEMBER/MANAGING MEMBERE Control
Cunningham, Daniel, PatrickICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, & SOLE MEMBER/MANAGING MEMBERE Control
Cunningham, Daniel, PatrickICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, & SOLE MEMBER/MANAGING MEMBERE Control
Cunningham, Daniel, PatrickICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, & SOLE MEMBER/MANAGING MEMBERE Control

Registrations

Federal

IA
Oct 15, 2025 REGISTERED

Notice Filings (14)

CA CT FL LA MA MD ME NH NJ NY PA SC TX VT

Address

77 COLLEGE ST. #3A
BURLINGTON, VT 05401
United States
Phone: (802) 503-8280