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One Liberty Square Suite 500, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-16 |
Branch Locations
One Liberty Square Suite 500, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Private Client Wealth Llc | Boston | MA | 12/2023 | 05/2025 |
| Td Bank | Falmouth | ME | 07/2022 | 11/2023 |
| Fp Solutions Ri Llc | Cranston | RI | 09/2021 | 05/2022 |
| Td Bank | Falmouth | ME | 05/2021 | 08/2021 |
| Town Of Scarborough, Maine | Scarborough | ME | 06/2018 | 08/2020 |
| Staples Corporation | South Portland | ME | 05/2017 | 05/2018 |
| Home Depot | South Portland | ME | 05/2015 | 01/2017 |
| Scarborough High School | Scarborough | ME | 01/2014 | 06/2018 |
| Bryant University | Smithfield | RI | 08/2018 | 05/2022 |
| Td Bank N.A. | Boston | MA | 12/2023 | 05/2025 |
| Crestwood Advisors | Boston | MA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-08 |
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