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Current Employers
Td Private Client Wealth Llc

1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-06-09
FL RA APPROVED 2026-06-08
NH RA APPROVED 2026-06-05
VT RA APPROVED 2026-06-05
ME RA APPROVED 2026-06-04
  • MA RA
    APPROVED
    Since 2026-06-09
  • FL RA
    APPROVED
    Since 2026-06-08
  • NH RA
    APPROVED
    Since 2026-06-05
  • VT RA
    APPROVED
    Since 2026-06-05
  • ME RA
    APPROVED
    Since 2026-06-04

Branch Locations

1 Portland Square, Portland, ME 04101 • United States

1255 South Willow Street 2Nd Floor, Manchester, NH 03103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Bank Yarmouth ME 10/2025 03/2026
Krt Appraisal Haverhill MA 12/2024 10/2025
Symmetry Financial Group Swannanoa NC 07/2024 12/2024
Macdonald Motors Bridgton ME 07/2024 10/2024
Td Bank Bridgton ME 11/2023 07/2024
Pepsi Co Auburn ME 10/2023 11/2023
Td Bank Bridgton ME 09/2022 10/2023
Td Bank Auburn ME 09/2019 09/2022
Wal-Mart Auburn ME 08/2018 09/2019
Irving Forest Products Dixfield ME 06/2018 08/2018
Grade School Rumford ME 08/2005 06/2018
Td Private Client Wealth Llc Portland ME 03/2025 Present
Td Bank N.A. Portland ME 03/2026 Present
  • 10/2025 → 03/2026
    Td Bank
    Yarmouth, ME
  • 12/2024 → 10/2025
    Krt Appraisal
    Haverhill, MA
  • 07/2024 → 12/2024
    Symmetry Financial Group
    Swannanoa, NC
  • 07/2024 → 10/2024
    Macdonald Motors
    Bridgton, ME
  • 11/2023 → 07/2024
    Td Bank
    Bridgton, ME
  • 10/2023 → 11/2023
    Pepsi Co
    Auburn, ME
  • 09/2022 → 10/2023
    Td Bank
    Bridgton, ME
  • 09/2019 → 09/2022
    Td Bank
    Auburn, ME
  • 08/2018 → 09/2019
    Wal-Mart
    Auburn, ME
  • 06/2018 → 08/2018
    Irving Forest Products
    Dixfield, ME
  • 08/2005 → 06/2018
    Grade School
    Rumford, ME
  • 03/2025 → Present
    Portland, ME
  • 03/2026 → Present
    Td Bank N.A.
    Portland, ME
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-15
  • S66 Uniform Combined State Law Examination
    2026-05-15

View on SEC IAPD

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