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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-28 |
| NH | RA | APPROVED | 2025-07-30 |
| MA | RA | APPROVED | 2025-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 03/2015 | 06/2017 |
| Hornor Townsend & Kent Inc | Horsham | PA | 07/2015 | 06/2017 |
| The Leaders Group Inc | Littleton | CO | 01/2018 | 09/2018 |
| Brokers Services Marketing Group | Providence | RI | 11/2017 | 09/2018 |
| Unemployed | Pembroke | MA | 07/2017 | 10/2017 |
| Saybrus Partners, Llc | Hartford | CT | 09/2018 | 09/2021 |
| Saybrus Equity Services, Inc | Hartford | CT | 09/2018 | 09/2021 |
| Boston Water Sewer Commission | Boston | MA | 09/2021 | 09/2022 |
| Citizens Bank | Westwood | MA | 09/2022 | 03/2023 |
| Citizens Securities, Inc. | Westwood | MA | 09/2022 | 03/2023 |
| Citizens Securities, Inc. | Boston | MA | 03/2023 | 02/2025 |
| Citizens Securities, Inc. | Boston | MA | 02/2025 | 05/2025 |
| Td Bank N.A. | Quincy | MA | 05/2025 | Present |
| Td Private Client Wealth Llc | Quincy | MA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-01 |
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