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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-13 |
| NH | RA | APPROVED | 2025-08-12 |
| RI | RA | APPROVED | 2025-08-12 |
| MA | RA | APPROVED | 2025-06-05 |
Branch Locations
249 Worcester Court, Falmouth, MA 02540 • United States
200 State Street, 10Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Warwick | RI | 04/2017 | 01/2018 |
| Home Depot | Dartmouth | MA | 04/2016 | 06/2017 |
| Prudential Insurance Company Of America | Warwick | RI | 09/2017 | 01/2018 |
| Santander Bank, Na | Boston | MA | 01/2018 | 03/2023 |
| Santander Securities, Llc | Dorchester | MA | 01/2018 | 03/2023 |
| Citizens Securities, Inc | Westwood | MA | 03/2023 | 05/2025 |
| Citizens Bank, N/A | Plymouth | MA | 03/2023 | 05/2025 |
| Td Bank N.A. | Falmouth | MA | 05/2025 | Present |
| Td Private Client Wealth Llc | Falmouth | MA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-25 |
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