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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-15 |
| RI | RA | APPROVED | 2025-05-13 |
| FL | RA | APPROVED | 2025-05-08 |
| ME | RA | APPROVED | 2025-05-08 |
| CT | RA | APPROVED | 2025-05-07 |
| NY | RA | APPROVED | 2025-05-07 |
| VT | RA | APPROVED | 2025-05-07 |
| NH | RA | APPROVED | 2025-03-27 |
Branch Locations
1255 South Willow Street 2Nd Floor, Manchester, NH 03103 • United States
300 Franklin Street, Manchester, NH 03101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cco Investment Services | Exeter | NH | 07/2012 | 12/2017 |
| Citizens Securities Inc. | Exeter | NH | 12/2017 | 12/2020 |
| Citizens Bank | Exeter | NH | 12/2017 | 12/2020 |
| Fidelity Investments | Merrimack | NH | 12/2020 | 03/2025 |
| Td Bank N.A. | Manchester | NH | 03/2025 | Present |
| Td Private Client Wealth Llc | Manchester | NH | 03/2025 | Present |
OBA-94998|OrgNmn:Hooksett Flag Football League |Org Address :Hooksett, New Hampshire, US|OBA Nature: Town of Hooksett, NH's local, |Invst Rel: N |Title: Secretary| Duties: Participate in Board Meetings, create/maintain meeting agendas, record meeting minutes|StrtDt:12-20-23|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-07 |
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