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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-02-04 |
| NY | RA | APPROVED | 2025-09-29 |
| SC | RA | APPROVED | 2025-09-24 |
| VT | RA | APPROVED | 2025-07-21 |
| RI | RA | APPROVED | 2025-05-13 |
| FL | RA | APPROVED | 2025-03-26 |
| NC | RA | APPROVED | 2023-03-09 |
| MA | RA | APPROVED | 2021-10-06 |
| NH | RA | APPROVED | 2021-09-30 |
| ME | RA | APPROVED | 2021-09-04 |
Branch Locations
333 State Street 2Nd Floor, Portsmouth, NH 03801 • United States
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 |
|---|---|---|---|---|
| Td Bank N.A. | Portsmouth | NH | 06/2019 | 08/2021 |
| Full Time Student | Raynham | MA | 01/2010 | 06/2019 |
| Td Bank N.A. | Portsmouth | NH | 08/2021 | Present |
| Td Private Client Wealth Llc | Portsmouth | NH | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-08 |
| S65 | Uniform Investment Adviser Law Examination | 2021-09-03 |
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