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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-02 |
| CT | RA | APPROVED | 2025-07-07 |
| FL | RA | APPROVED | 2023-05-16 |
| MA | RA | APPROVED | 2023-05-15 |
| RI | RA | APPROVED | 2023-05-15 |
Branch Locations
2 Market Crossing, Plymouth, MA 02360 • United States
999 Worcester Street, Wellesley, MA 02482 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank N.A. | Plymouth | MA | 08/2019 | 12/2020 |
| United Consumer Finance | Middleboro | MA | 08/2017 | 08/2019 |
| Bridgewater State University | Bridgewater | MA | 09/2016 | 05/2017 |
| Unemployed | Taunton | MA | 05/2017 | 08/2019 |
| Citizens Securities Inc. | Plymouth | MA | 09/2019 | 12/2020 |
| Citizens Securities, Inc. | Sandwich | MA | 02/2021 | 05/2023 |
| Td Bank N.A. | Pine Hills | MA | 05/2023 | Present |
| Td Private Client Wealth Llc | Pine Hills | MA | 05/2023 | Present |
1) Musician: writing and recording music (at will, self). 5-20 hours monthly. Not investment related 2) Notary: not actively used. 3) Trustee: Trustee of family trust. Doesn't really take any time, 30-60 minutes a year. Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-15 |
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