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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-02-19 |
| SC | RA | APPROVED | 2023-11-21 |
| VA | RA | APPROVED | 2023-11-15 |
| NC | RA | APPROVED | 2023-09-01 |
| GA | RA | APPROVED | 2023-05-30 |
| IL | RA | APPROVED | 2022-12-09 |
| OR | RA | APPROVED | 2022-12-09 |
| RI | RA | APPROVED | 2021-09-16 |
| NJ | RA | APPROVED | 2021-09-10 |
| AZ | RA | APPROVED | 2021-09-09 |
| MT | RA | APPROVED | 2021-09-03 |
| NM | RA | APPROVED | 2021-08-31 |
| NY | RA | APPROVED | 2021-08-19 |
| CA | RA | APPROVED | 2020-06-25 |
| MD | RA | APPROVED | 2018-07-09 |
| UT | RA | APPROVED | 2018-02-07 |
| FL | RA | APPROVED | 2016-08-31 |
| PA | RA | APPROVED | 2015-12-16 |
| TX | RA | APPROVED | 2015-09-22 |
| CT | RA | APPROVED | 2015-09-08 |
| MA | RA | APPROVED | 2014-07-08 |
| VT | RA | APPROVED | 2014-07-02 |
| ME | RA | APPROVED | 2014-07-01 |
| NH | RA | APPROVED | 2014-07-01 |
Branch Locations
203 Trumbull Street, Hartford, CT 06103 • United States
61 Main Street, Andover, MA 01810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank Na | Andover | MA | 06/2014 | Present |
| Td Private Client Wealth Llc | Andover | MA | 06/2014 | Present |
Rental property owner. I receive rental income from one property which is not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-27 |
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