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Current Employers
Td Private Client Wealth Llc

1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-11-12
FL RA APPROVED 2025-02-28
ME RA APPROVED 2025-02-27
PA RA APPROVED 2025-02-14
TX RA APPROVED_RES 2025-02-13
MA RA APPROVED 2022-08-08
  • NH RA
    APPROVED
    Since 2025-11-12
  • FL RA
    APPROVED
    Since 2025-02-28
  • ME RA
    APPROVED
    Since 2025-02-27
  • PA RA
    APPROVED
    Since 2025-02-14
  • TX RA
    APPROVED_RES
    Since 2025-02-13
  • MA RA
    APPROVED
    Since 2022-08-08

Branch Locations

153 Merrimack Street, Haverhill, MA 01830 • United States

333 State Street 2Nd Floor, Portsmouth, NH 03801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Napoli Group Mcdonalds Manchester NH 08/2013 06/2018
Td Bank Chelmsford MA 06/2018 02/2022
Td Bank N.A. Haverhill MA 02/2022 06/2022
Td Private Client Wealth Llc Haverhill MA 02/2022 06/2022
Td Bank N.A. Haverhill MA 08/2022 Present
Td Private Client Wealth Llc Haverhill MA 08/2022 Present
  • 08/2013 → 06/2018
    Napoli Group Mcdonalds
    Manchester, NH
  • 06/2018 → 02/2022
    Td Bank
    Chelmsford, MA
  • 02/2022 → 06/2022
    Td Bank N.A.
    Haverhill, MA
  • 02/2022 → 06/2022
    Haverhill, MA
  • 08/2022 → Present
    Td Bank N.A.
    Haverhill, MA
  • 08/2022 → Present
    Haverhill, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-02-04
S65 Uniform Investment Adviser Law Examination 2022-06-14
  • S63 Uniform Securities Agent State Law Examination
    2026-02-04
  • S65 Uniform Investment Adviser Law Examination
    2022-06-14

View on SEC IAPD

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