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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-14 |
| VI | RA | APPROVED | 2025-01-14 |
| NH | RA | APPROVED | 2024-03-18 |
Branch Locations
6 Bedford Farms Drive Suite 109, Bedford, NH 03110 • United States
Manchester, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston Private Bank And Trust Company | Boston | MA | 12/2015 | 07/2018 |
| Raymond James Financial Services Inc | Chelmsford | MA | 07/2018 | 03/2024 |
| Rbc Capital Markets | Nashua | NH | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-06 |
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