Joplin Wallace has been an investment adviser representative at Mascoma Wealth Management since April 2025, and is not listed among the firm’s executive officers or direct owners.
Mascoma Wealth Management LLC is a Hanover, NH firm with $568M under management, 477 clients and 9 advisers across 3 offices, as of its February 2026 filing.
- Mascoma Wealth ManagementCurrent– present · 1 yearBurlington, VT · Adviser representative · Firm CRD 174907
Investment adviser representative registrations
Joplin Wallace is registered as an investment adviser representative in Vermont, since April 2025.
- VermontSince 14 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 April 2025 |
| SIE | Securities Industry Essentials Examination | 3 July 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Joplin Maycomb Weeks Wallace
- CRD
- 8071671
- Firm
- Mascoma Wealth Management · CRD 174907
- Office
- 180 Battery Street, Suite 205, Burlington, VT 05401
- Registration
- Investment adviser registration
- In the industry since
- April 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Joplin Wallace work?
Joplin Wallace is an investment adviser representative registered through Mascoma Wealth Management LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Joplin Wallace a financial advisor?
Yes. Joplin Wallace has a current investment-adviser registration in Vermont, through Mascoma Wealth Management since April 2025.
How many years of experience does Joplin Wallace have?
Joplin Wallace has 1 year in the financial industry, since April 2025, across 1 adviser firm.
What exams has Joplin Wallace passed?
Joplin Wallace has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in July 2024.
Where is Joplin Wallace based?
Joplin Wallace’s registered office is in Burlington, VT.
Is Joplin Wallace registered with FINRA?
No. Joplin Wallace has no current broker registration.
How can I verify Joplin Wallace’s record?
Search CRD 8071671 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joplin Wallace’s full registration record.