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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-24 |
| IL | RA | APPROVED | 2026-05-06 |
| TX | RA | APPROVED_RES | 2025-12-17 |
| MA | RA | APPROVED | 2024-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Acf International Inc. | Boston | MA | 08/1994 | 08/2017 |
| Nylife Securities Llc | Waltham | MA | 10/2018 | 08/2022 |
| New York Life Insurance Co | Waltham | MA | 07/2018 | 08/2022 |
| Unemployed | Medford | MA | 08/2017 | 07/2018 |
| Fidelity Investments Llc | Burlington | MA | 08/2022 | 08/2023 |
| Td Private Client Wealth Llc | Boston | MA | 01/2024 | Present |
| Unemployed | Medford | MA | 09/2023 | 01/2024 |
| Td Bank N.A. | Boston | MA | 01/2024 | Present |
OBA-90767|OrgNmn:Chamber of Commerce|Org Addr:Medford,Massachuse,US|OBA Nature:Non-profit organization that h|Invst Rel:N|Title:Board Member|Duties:Attend monthly meetings. Support the interest of its members, attend networking events and serve as a resource for the local businesses.|StrtDt:04-01-21|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-18 |
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