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Account
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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-07-07 |
| TX | RA | APPROVED | 2025-06-18 |
| NM | RA | APPROVED | 2025-04-07 |
| SC | RA | APPROVED | 2025-02-26 |
| GA | RA | APPROVED | 2025-02-24 |
| NC | RA | APPROVED | 2025-02-24 |
| CA | RA | APPROVED | 2025-02-21 |
| NY | RA | APPROVED | 2025-02-21 |
| MA | RA | APPROVED | 2025-02-14 |
| NH | RA | APPROVED | 2025-02-11 |
| MD | RA | APPROVED | 2025-02-10 |
| VT | RA | APPROVED | 2025-02-10 |
| FL | RA | APPROVED | 2025-02-06 |
| CT | RA | APPROVED | 2024-12-19 |
Branch Locations
1255 South Willow Street 2Nd Floor, Manchester, NH 03103 • United States
203 Trumbull Street, Hartford, CT 06103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | West Hartford | CT | 01/2013 | 12/2022 |
| Td Ameritrade Investment Management, Llc | West Hartford | CT | 01/2013 | 12/2022 |
| Charles Schwab & Co., Inc. | West Hartford | CT | 01/2022 | 03/2024 |
| Charles Schwab Bank, Ssb | West Hartford | CT | 07/2022 | 03/2024 |
| Charles Schwab And Co., Inc. | West Hartford | CT | 12/2022 | 03/2024 |
| Fisher Investments | Plano | TX | 04/2024 | 12/2024 |
| Td Bank N.A. | Hartford | CT | 12/2024 | Present |
| Td Private Client Wealth Llc | Hartford | CT | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-03-02 |
| S65 | Uniform Investment Adviser Law Examination | 2003-10-24 |
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