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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-20 |
| PA | RA | APPROVED | 2026-01-07 |
| ME | RA | APPROVED | 2025-06-30 |
| VT | RA | APPROVED | 2025-06-30 |
| MA | RA | APPROVED | 2022-06-01 |
| NH | RA | APPROVED | 2021-09-07 |
Branch Locations
1255 South Willow Street 2Nd Floor, Manchester, NH 03103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bob Jones University | Greenville | SC | 08/2014 | 05/2017 |
| Bob Jones University | Greenville | SC | 08/2014 | 05/2017 |
| Unemployed | New Boston | NH | 05/2017 | 06/2017 |
| New York Life Insurance Company | Manchester | NH | 06/2017 | 08/2018 |
| Nylife Securities Llc | Manchester | NH | 12/2017 | 08/2018 |
| Td Bank N.A. | Manchester | NH | 08/2018 | 08/2021 |
| Td Bank N.A. | Manchester | NH | 08/2021 | Present |
| Td Private Client Wealth Llc | Nashua | NH | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-27 |
| S65 | Uniform Investment Adviser Law Examination | 2021-09-07 |
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