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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2023-10-13 |
| FL | RA | APPROVED | 2023-02-16 |
| MA | RA | APPROVED | 2022-08-16 |
Branch Locations
800 Union Street, Westborough, MA 01581 • 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 |
|---|---|---|---|---|
| Citizens Bank | North Providence | RI | 04/2018 | 12/2018 |
| New York Life Insurance Company | Bridgewater | MA | 06/2017 | 03/2018 |
| Washington Redskins/Commanders | Hyattsville | MD | 01/2017 | 05/2017 |
| Dunkin Donuts | Franklin | MA | 03/2010 | 01/2017 |
| Mayflower Transit, Llc | North Attleborough | MA | 01/2019 | 05/2019 |
| Citizens Securities, Inc | North Providence | RI | 05/2018 | 12/2018 |
| Td Bank, N.A | Mansfield | MA | 06/2019 | 05/2022 |
| Td Bank N.A. | Norwood | MA | 05/2022 | 07/2022 |
| Td Private Client Wealth Llc | Norwood | MA | 06/2022 | 07/2022 |
| Td Bank N.A. | Mansfield | MA | 08/2022 | Present |
| Td Private Client Wealth Llc | Mansfield | MA | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-01 |
| S65 | Uniform Investment Adviser Law Examination | 2022-07-16 |
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