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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-02-02 |
| VT | RA | APPROVED | 2023-01-18 |
| FL | RA | APPROVED | 2021-11-17 |
| MA | RA | APPROVED | 2021-02-23 |
| CT | RA | APPROVED | 2020-08-24 |
Branch Locations
180 Deming Street, Manchester, CT 06042 • United States
203 Trumbull Street, Hartford, CT 06103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Wethersfield | CT | 01/2016 | Present |
| Td Private Client Wealth Llc | Cherry Hill | NJ | 06/2020 | Present |
167 169 South St LLC Not investment Related 167-169 South St, Hartford, Ct 06114 Rental/Investment Property LLC Member since 1/31/2019 I spend about 1 hr a month in connection with this activity. My duties are: answer tenant inquiries, collect rents, make payments
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-26 |
| S65 | Uniform Investment Adviser Law Examination | 2020-08-24 |
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