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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-10-04 |
| NH | RA | APPROVED | 2023-03-30 |
Branch Locations
1255 South Willow Street 2Nd Floor, Manchester, NH 03103 • United States
300 Franklin Street, Manchester, NH 03101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stoneham | MA | 04/2016 | 04/2017 |
| Bank Of America, N.A. | Stoneham | MA | 04/2016 | 04/2017 |
| Citizens Securities Inc | Canton | MA | 04/2017 | 12/2017 |
| Citizens Securities Inc. | Canton | MA | 12/2017 | 10/2021 |
| Citizens Bank | Canton | MA | 12/2017 | 10/2020 |
| Citizens Bank | Littleton | MA | 10/2020 | 10/2021 |
| Citizens Securities, Inc | Westwood | MA | 10/2021 | 03/2023 |
| Citizens Bank, N.A | Littleton | MA | 10/2021 | 03/2023 |
| Mutualink Inc. | Wallingford | CT | 11/2022 | 03/2023 |
| Td Bank N.A. | Manchester | NH | 03/2023 | Present |
| Td Private Client Wealth Llc | Manchester | NH | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-09 |
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