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Account
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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2024-01-29 |
| MA | RA | APPROVED | 2024-01-18 |
| AR | RA | APPROVED | 2024-01-17 |
| DC | RA | APPROVED | 2024-01-17 |
| MS | RA | APPROVED | 2024-01-11 |
| AZ | RA | APPROVED | 2024-01-10 |
| NC | RA | APPROVED | 2024-01-10 |
| GA | RA | APPROVED | 2024-01-09 |
| LA | RA | APPROVED | 2024-01-09 |
| NV | RA | APPROVED | 2024-01-09 |
| ND | RA | APPROVED | 2024-01-09 |
| KY | RA | APPROVED | 2024-01-08 |
| NH | RA | APPROVED | 2024-01-08 |
| OK | RA | APPROVED | 2024-01-08 |
| WV | RA | APPROVED | 2024-01-08 |
| WY | RA | APPROVED | 2024-01-08 |
| IA | RA | APPROVED | 2024-01-05 |
| MI | RA | APPROVED | 2024-01-05 |
| FL | RA | APPROVED | 2024-01-04 |
| HI | RA | APPROVED | 2024-01-04 |
| ME | RA | APPROVED | 2024-01-04 |
| MN | RA | APPROVED | 2024-01-04 |
| MT | RA | APPROVED | 2024-01-04 |
| NM | RA | APPROVED | 2024-01-04 |
| PA | RA | APPROVED | 2024-01-04 |
| RI | RA | APPROVED | 2024-01-04 |
| VA | RA | APPROVED | 2024-01-04 |
| AL | RA | APPROVED | 2024-01-03 |
| CA | RA | APPROVED | 2024-01-03 |
| CO | RA | APPROVED | 2024-01-03 |
| CT | RA | APPROVED | 2024-01-03 |
| DE | RA | APPROVED | 2024-01-03 |
| ID | RA | APPROVED | 2024-01-03 |
| IL | RA | APPROVED | 2024-01-03 |
| IN | RA | APPROVED | 2024-01-03 |
| KS | RA | APPROVED | 2024-01-03 |
| MD | RA | APPROVED | 2024-01-03 |
| MO | RA | APPROVED | 2024-01-03 |
| NE | RA | APPROVED | 2024-01-03 |
| NJ | RA | APPROVED | 2024-01-03 |
| OH | RA | APPROVED | 2024-01-03 |
| OR | RA | APPROVED | 2024-01-03 |
| SC | RA | APPROVED | 2024-01-03 |
| SD | RA | APPROVED | 2024-01-03 |
| TX | RA | APPROVED_RES | 2024-01-03 |
| UT | RA | APPROVED | 2024-01-03 |
| WA | RA | APPROVED | 2024-01-03 |
| WI | RA | APPROVED | 2024-01-03 |
| VT | RA | APPROVED | 2024-01-02 |
| NY | RA | APPROVED | 2023-12-22 |
Branch Locations
111 Main Street, Burlington, VT 05401 • United States
1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Underhill, VT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Canal Winchester | OH | 10/2012 | 11/2016 |
| Santander Securities, Llc | Dorchester | MA | 12/2016 | 11/2022 |
| Santander Bank, Na | Boston | MA | 10/2018 | 12/2023 |
| Santander Securities, Llc | Dorchester | MA | 11/2022 | 12/2023 |
| Td Bank N.A. | Burlington | VT | 12/2023 | Present |
| Td Private Client Wealth Llc | Burlington | VT | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-27 |
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