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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-14 |
| CT | RA | APPROVED | 2026-08-11 |
| ME | RA | APPROVED | 2026-08-11 |
| NH | RA | APPROVED | 2026-08-11 |
| RI | RA | APPROVED | 2026-08-11 |
| MA | RA | APPROVED | 2026-04-02 |
Branch Locations
200 Boston Turnpike Route 9, Shrewsbury, MA 01545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Waltham | MA | 06/2016 | 10/2016 |
| Montachussetts Home Care | Leominster | MA | 09/2016 | 09/2017 |
| Bank Of America, N.A. | Worcester | MA | 09/2017 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Worcester | MA | 09/2017 | 11/2022 |
| M&T Bank | Marlborough | MA | 01/2024 | 03/2025 |
| Lpl Financial Llc | Marlborough | MA | 10/2024 | 03/2025 |
| Unemployed | Clinton | MA | 12/2022 | 12/2023 |
| Td Bank N.A. | Shrewsbury | MA | 03/2026 | Present |
| Mass Health | Clinton | MA | 03/2025 | 03/2026 |
| Td Private Client Wealth Llc | Shrewsbury | MA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-23 |
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