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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-12 |
| FL | RA | APPROVED | 2024-04-15 |
| CT | RA | APPROVED | 2024-03-25 |
| NH | RA | APPROVED | 2023-08-07 |
| MA | RA | APPROVED | 2023-05-10 |
Branch Locations
153 Merrimack Street, Haverhill, MA 01830 • United States
333 State Street 2Nd Floor, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Marlborough | MA | 08/2016 | 07/2019 |
| Prudential Insurance Company Of America | Marlborough | MA | 11/2016 | 07/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burlington | MA | 07/2019 | 12/2022 |
| Bank Of America, N.A. | Burlington | MA | 09/2019 | 12/2022 |
| Unemployed | Chelmsford | MA | 12/2022 | 04/2023 |
| Td Bank N.A. | Andover | MA | 05/2023 | Present |
| Td Private Client Wealth Llc | Andover | MA | 05/2023 | Present |
I*510921 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Chelmsford, Massachusetts, 01824 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 9/1/2020 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-25 |
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