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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-09-19 |
| FL | RA | APPROVED | 2024-02-23 |
| MA | RA | APPROVED | 2021-08-19 |
Branch Locations
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
1441 Main Street, Springfield, MA 01103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Ludlow | MA | 09/2012 | 05/2021 |
| Td Bank N.A. | Springfield | MA | 05/2021 | 02/2025 |
| Td Private Client Wealth Llc | Springfield | MA | 05/2021 | Present |
| Td Bank N.A. | Springfield | MA | 02/2025 | Present |
. Blanco Electric LLC . Business is not investment-related. . 120 East St, Ludlow MA 01056 . Electrical company . Part-time office clerk . Start Date 07/12/2023 . Average 5-10 hours per week . 0 Hours during securities trading hours . I will be assisting the office manager with some tasks, such as following up with customers on their existing quotes, uploading permits within company system, aiding with bills and checks collections.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-23 |
| S65 | Uniform Investment Adviser Law Examination | 2021-06-17 |
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