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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2022-10-27 |
Branch Locations
2211 Congress Street, Portland, ME 04122 • United States
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
Saco, ME • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Fort Mill | SC | 05/2016 | 03/2022 |
| Domestiks Cleaning Service | Saco | ME | 11/2016 | Present |
| Td Private Client Wealth Llc | Portland | ME | 04/2022 | Present |
| Td Bank N.A. | Portland | ME | 04/2022 | 07/2025 |
| Td Private Client Wealth Llc | Portland | ME | 07/2025 | Present |
1. 11/04/2016: Domestiks Cleaning Service - Family Business - Not Investment Related - 810 Portland Road Saco, ME - Start 05/01/2016 - 25 Hr/Mo; 0 Hour(s) During Securities Trading - assist in operation. 2. 3/24/2020 - No Business Name - Investment Related - Saco, ME 04072 - Real Estate Rental - Started 06/26/2019 - 5 Hours Per Month/0 Hours During Securities Trading - Bought a duplex to lease out units.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-18 |
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