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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-20 |
| IN | RA | APPROVED | 2024-02-01 |
| ME | RA | APPROVED | 2023-08-10 |
| MA | RA | APPROVED | 2023-08-09 |
| NM | RA | APPROVED | 2023-08-04 |
| NH | RA | APPROVED | 2022-12-02 |
Branch Locations
1255 South Willow Street 2Nd Floor, Manchester, NH 03103 • United States
333 State Street 2Nd Floor, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Barrington | NH | 03/2014 | 07/2018 |
| Citizens Securities Inc. | Dover | NH | 07/2018 | 06/2021 |
| Lake Street Advisors | Portsmouth | NH | 06/2021 | 03/2022 |
| Lake Street Advisors | Portsmouth | NH | 04/2022 | 11/2022 |
| Td Bank N.A. | Portsmouth | NH | 11/2022 | Present |
| Td Private Client Wealth Llc | Portsmouth | NH | 11/2022 | Present |
Monat Globle Non investment related 3470 NW 82nd Ave, Suite 790, Miami, FL 33122 Network marketing hair care Field sales rep July 2022 Non active/0 hours per month, but receive passive income of about $100/month When I was active, I would educated potential customers on product benefits via social media or in-person small group events
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-29 |
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