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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-13 |
| SC | RA | APPROVED | 2025-02-12 |
| NY | RA | APPROVED | 2025-02-11 |
| FL | RA | APPROVED | 2024-12-02 |
| OR | RA | APPROVED | 2024-01-06 |
| NH | RA | APPROVED | 2022-01-04 |
| NC | RA | APPROVED | 2022-01-03 |
| MA | RA | APPROVED | 2021-03-24 |
Branch Locations
61 Main Street, Andover, MA 01810 • 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. | Peabody | MA | 01/2017 | 01/2021 |
| Randstaad Staffing Agency | Boston | MA | 09/2016 | 12/2016 |
| Td Bank N.A. | Peabody | MA | 01/2021 | 11/2022 |
| Td Private Client Wealth Llc | Andover | MA | 01/2021 | Present |
| Td Bank N.A. | Andover | MA | 11/2022 | Present |
| Weber Writing And Research | Gloucester | MA | 02/2023 | 06/2023 |
| Grove At The Briar Barn Inn | Rowley | MA | 05/2023 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-02 |
| S65 | Uniform Investment Adviser Law Examination | 2021-03-17 |
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