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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-06-25 |
Branch Locations
61 Main Street, Andover, MA 01810 • United States
1 Portland Square, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 06/2022 | 01/2024 |
| Cross Insurance | Portland | ME | 09/2020 | 12/2020 |
| Cross Insurance | Portland | ME | 06/2019 | 07/2020 |
| Allied Cook Construction | Scarbourgh | ME | 06/2017 | 08/2018 |
| Gorham Rec Department | Gorham | ME | 06/2015 | 06/2017 |
| Endicott College | Beverly | MA | 09/2017 | 05/2022 |
| Gorham High School | Gorham | ME | 09/2013 | 06/2017 |
| Td Bank N.A. | Portland | ME | 05/2026 | Present |
| Td Private Client Wealth Llc | Portland | ME | 05/2026 | Present |
| Td Bank | York | ME | 01/2025 | 05/2026 |
| Unemployed | Gorham | ME | 01/2024 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-09 |
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