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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-10 |
| OR | RA | APPROVED | 2026-04-26 |
| MI | RA | APPROVED | 2025-01-06 |
| VT | RA | APPROVED | 2024-07-29 |
| NH | RA | APPROVED | 2024-06-21 |
| CT | RA | APPROVED | 2024-02-13 |
| MA | RA | APPROVED | 2023-06-07 |
Branch Locations
600 Loring Avenue, Salem, MA 01970 • 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 |
|---|---|---|---|---|
| Santander Bank Na | Boston | MA | 07/2017 | 04/2018 |
| Santander Securities Llc | Dorchester | MA | 08/2017 | 04/2018 |
| Northshore Mazda | Salem | MA | 10/2016 | 05/2017 |
| 1606@ Beuaport | Gloucester | MA | 06/2016 | 10/2016 |
| Unemployed | Gloucester | MA | 05/2017 | 07/2017 |
| Unemployed | Gloucester | MA | 04/2018 | 11/2018 |
| Ira Lexus | Danvers | MA | 11/2018 | 01/2019 |
| Colonial Nissan | Medford | MA | 01/2019 | 04/2019 |
| Ymca Of The North Shore | Marblehead | MA | 04/2019 | 09/2019 |
| Kelly Ford | Beverly | MA | 09/2019 | 08/2020 |
| Td Bank N.A. | Gloucester | MA | 08/2020 | 03/2023 |
| Td Bank N.A. | Wellesley | MA | 03/2023 | Present |
| Td Private Client Wealth Llc | Wellesley | MA | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-25 |
| S65 | Uniform Investment Adviser Law Examination | 2023-05-24 |
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