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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-01-06 |
| OH | RA | APPROVED | 2025-09-16 |
| NC | RA | APPROVED | 2025-05-05 |
| NY | RA | APPROVED | 2025-01-02 |
| FL | RA | APPROVED | 2025-01-01 |
| NH | RA | APPROVED | 2024-02-29 |
| CT | RA | APPROVED | 2022-05-23 |
| ME | RA | APPROVED | 2022-04-01 |
| MA | RA | APPROVED | 2021-05-05 |
Branch Locations
476 Main Street, Melrose, MA 02176 • United States
333 State Street 2Nd Floor, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infinex Investments, Inc. | Winchester | MA | 04/2012 | 02/2017 |
| Winchester Savings Bank | Winchester | MA | 04/2012 | 02/2017 |
| Citizens Securities, Inc | Watertown | MA | 02/2017 | 10/2019 |
| Citizens Bank | Watertown | MA | 01/2017 | 10/2019 |
| Unemployed | Tewksbury | MA | 10/2019 | 01/2020 |
| Td Bank N.A. | Middleton | MA | 01/2020 | 04/2021 |
| Td Bank N.A. | Melrose | MA | 04/2021 | Present |
| Td Private Client Wealth Llc | Melrose | MA | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-11 |
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