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Toronto • Canada
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Designed Wealth Usa Ltd. | Toronto | 08/2025 | Present | |
| Designed Securities Ltd. | Toronto | 12/2023 | Present | |
| National Bank Financial / National Bank Independent Network | Toronto | 10/2021 | 10/2023 | |
| National Bank Financial / National Bank Independent Network | Toronto | 12/2019 | 10/2021 | |
| National Bank Financial / National Bank Independent Network | Toronto | 10/2017 | 12/2019 | |
| Td Bank | Toronto | 12/2015 | 10/2017 |
1) 11/2020, Encore's Bazaar Ltd., Non-Investment-Related, 882 Royal York Road Etobicoke ON M8Y 2V6 Canada, Bag Sales, Owner, 1 hr/month, 0 hrs/month/trading hours, Yoga Bag Sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-28 |
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