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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-05-13 |
| MA | RA | APPROVED | 2024-11-25 |
| NH | RA | APPROVED | 2024-11-13 |
Branch Locations
1255 South Willow Street 2Nd Floor, Manchester, NH 03103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chelmsford | MA | 09/2017 | 11/2020 |
| Bank Of America, N.A. | Chelmsford | MA | 09/2017 | 11/2020 |
| Unemployed | Chelmsford | MA | 11/2015 | 08/2017 |
| J.P. Morgan Securities, Llc | Nashua | NH | 10/2020 | 09/2022 |
| Jp Morgan Chase Bank, N.A. | Nashua | NH | 10/2020 | 09/2022 |
| Wells Fargo Clearing Services, Llc | Boston | MA | 09/2022 | 03/2024 |
| Td Private Client Wealth Llc | Manchester | NH | 11/2024 | Present |
| Unemployed | Hollis | NH | 03/2024 | 11/2024 |
| Td Bank N.A. | Hollis | NH | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-07 |
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