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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-09-18 |
| VA | RA | APPROVED | 2024-09-18 |
| MA | RA | APPROVED | 2023-03-07 |
| VT | RA | APPROVED | 2022-03-04 |
| NH | RA | APPROVED | 2022-01-10 |
Branch Locations
194 West Street, Keene, NH 03431 • United States
1255 South Willow Street 2Nd Floor, Manchester, NH 03103 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Jensen Group At Morgan Stanley | Colorado Springs | CO | 12/2017 | 10/2020 |
| Peoples United Bank, N.A. | Bellows Falls | VT | 06/2014 | 07/2017 |
| East Coast Deli | Colorado Springs | CO | 08/2017 | 12/2017 |
| Morgan Stanley | Colorado Springs | CO | 12/2017 | 10/2020 |
| Td Bank N.A. | Keene | NH | 08/2021 | 11/2021 |
| Td Private Client Wealth Llc | Keene | NH | 12/2021 | Present |
| Td Bank Na | Keene | NH | 10/2020 | 08/2021 |
| Td Bank N.A. | Keene | NH | 12/2021 | Present |
-the name of the other business; Donovan's -whether the business is investment-related; No, it's not investment related. -the address of the other business; 65 Rockingham Rd Bellows Falls, VT 05101 -the nature of the other business; Restaurant/Pub - serving food and beverages -your position; Server -title, or relationship with the other business; Server/Employee -the start date of your relationship; -the approximate number of hours/month you devote to the other business; -the number of hours you devote to the other business during securities trading hours; -and briefly describe your duties relating to the other business;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-01 |
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