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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-11 |
| NY | RA | APPROVED | 2024-12-23 |
| MA | RA | APPROVED | 2024-10-15 |
Branch Locations
999 Worcester Street, Wellesley, MA 02482 • United States
12 Whiting Street, Hingham, MA 02043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc. | Waltham | MA | 02/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Waltham | MA | 11/2016 | 10/2020 |
| Wells Fargo Clearing Services | St Louis | MO | 11/2020 | 03/2021 |
| Citizens Securities Inc | Boston | MA | 03/2021 | 01/2022 |
| Citizens Securities Inc. | Norwell | MA | 01/2022 | 07/2024 |
| Td Private Client Wealth Llc | Hingham | MA | 09/2024 | Present |
| Td Bank N.A. | Hingham | MA | 09/2024 | Present |
Boston Food Bank - Volunteer- Non Profit- Package foo for needy 1-hour per month. Cradles to Crayons - Volunteer - Make support Packages for needy children - 1 hour per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-28 |
| S66 | Uniform Combined State Law Examination | 2013-02-26 |
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