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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-09 |
Branch Locations
200 State Street, 10Th Floor, Boston, MA 02109 • United States
61 Main Street, Andover, MA 01810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Andover | MA | 05/2026 | Present |
| Td Private Client Wealth Llc | Andover | MA | 05/2026 | Present |
| Gwfs Equities, Inc. | Andover | MA | 09/2015 | 04/2022 |
| Cetera Advisors Llc | St Cloud | MN | 04/2022 | 05/2026 |
| Ccr Wealth Management | Westborough | MA | 02/2022 | 05/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-30 |
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