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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-28 |
| FL | RA | APPROVED | 2026-01-06 |
| MD | RA | APPROVED | 2025-10-14 |
| CT | RA | APPROVED | 2022-09-26 |
Branch Locations
203 Trumbull Street, Hartford, CT 06103 • United States
2461 Main Street, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 06/2017 | 03/2018 |
| Santander Securities, Llc | Dorchester | MA | 07/2017 | 03/2018 |
| Td Bank | Waterbury | CT | 05/2014 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hartford | CT | 03/2018 | 01/2019 |
| Bank Of America, N.A. | Hartford | CT | 07/2018 | 01/2019 |
| Santander Securities, Llc | Dorchester | MA | 02/2019 | 09/2022 |
| Santander Bank, Na | Boston | MA | 03/2018 | 09/2022 |
| Td Bank N.A. | Hartford | CT | 09/2022 | 04/2023 |
| Td Private Client Wealth Llc | Hartford | CT | 09/2022 | Present |
| Td Bank N.A. | Glastonbury | CT | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-10 |
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