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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-25 |
| NC | RA | APPROVED | 2026-02-13 |
| MA | RA | APPROVED | 2025-04-10 |
Branch Locations
333 State Street 2Nd Floor, Portsmouth, NH 03801 • 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 |
|---|---|---|---|---|
| Bank Of America, N.A. | Randolph | MA | 06/2011 | 10/2022 |
| New York Life Insurance Company | Waltham | MA | 12/2022 | 10/2023 |
| Eagle Strategies Llc | Waltham, | MA | 09/2023 | 10/2023 |
| Edward Jones | St Louis | MO | 10/2023 | 01/2025 |
| Td Private Client Wealth Llc | Wellesley | MA | 03/2025 | Present |
| Td Bank N.A. | Wellesley | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-25 |
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