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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-07 |
| OR | RA | APPROVED | 2025-02-27 |
| SC | RA | APPROVED | 2025-02-26 |
| ME | RA | APPROVED | 2025-02-25 |
| OH | RA | APPROVED | 2025-02-25 |
| AR | RA | APPROVED | 2025-02-24 |
| CO | RA | APPROVED | 2025-02-24 |
| FL | RA | APPROVED | 2025-02-24 |
| GA | RA | APPROVED | 2025-02-24 |
| IN | RA | APPROVED | 2025-02-24 |
| MD | RA | APPROVED | 2025-02-24 |
| NJ | RA | APPROVED | 2025-02-24 |
| NM | RA | APPROVED | 2025-02-24 |
| NC | RA | APPROVED | 2025-02-24 |
| OK | RA | APPROVED | 2025-02-24 |
| PA | RA | APPROVED | 2025-02-24 |
| RI | RA | APPROVED | 2025-02-24 |
| UT | RA | APPROVED | 2025-02-24 |
| VT | RA | APPROVED | 2025-02-24 |
| VA | RA | APPROVED | 2025-02-24 |
| WI | RA | APPROVED | 2025-02-24 |
| NY | RA | APPROVED | 2025-02-23 |
| CA | RA | APPROVED | 2025-02-21 |
| CT | RA | APPROVED | 2025-02-21 |
| TX | RA | APPROVED | 2025-02-21 |
| MA | RA | APPROVED | 2024-06-11 |
Branch Locations
200 Carolina Point Parkway 4Th Floor, Greenville, SC 29607 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Springfield | MA | 07/2018 | 05/2024 |
| Bank Of America | Springfield | MA | 12/2016 | 07/2018 |
| Cellular Sales Of Knoxville Inc. | Westfield | MA | 04/2015 | 12/2016 |
| Bank Of America, N.A. | Springfield | MA | 12/2021 | 05/2024 |
| Td Bank N.A. | Springfield | MA | 06/2024 | Present |
| Td Private Client Wealth Llc | Springfield | MA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-22 |
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