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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-02 |
| NH | RA | APPROVED | 2024-03-11 |
| NC | RA | APPROVED | 2024-02-22 |
| RI | RA | APPROVED | 2023-11-06 |
| FL | RA | APPROVED | 2023-06-21 |
| MA | RA | APPROVED | 2023-01-20 |
Branch Locations
54 Central Street 2Nd Floor, Foxborough, MA 02035 • United States
999 Worcester Street, Wellesley, MA 02482 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Foxborough | MA | 03/2022 | 06/2022 |
| Td Private Client Wealth Llc | Foxborough | MA | 03/2022 | 06/2022 |
| Td Bank | Foxboro | MA | 08/2020 | 03/2022 |
| Td Bank | Foxboro | MA | 04/2019 | 08/2020 |
| Td Bank | Quincy | MA | 08/2018 | 03/2019 |
| Bank Of America | Brockton | MA | 08/2015 | 08/2018 |
| Td Bank N.A. | Foxborough | MA | 01/2023 | Present |
| Td Private Client Wealth Llc | Foxborough | MA | 01/2023 | Present |
| Td Bank | Wrentham | MA | 06/2022 | 01/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-14 |
| S65 | Uniform Investment Adviser Law Examination | 2022-12-16 |
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