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Theodore Edward Svirbly

T.S. Financial Planning

Derry, NH

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Current Employers
T.S. Financial Planning

Derry, NH • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-06-06
  • NH RA
    APPROVED
    Since 2025-06-06

Branch Locations

Derry, NH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thesaurus House Tokyo 03/2015 10/2017
Waseda University Tokyo 09/2014 09/2016
Northwestern Mutual Life Insurance Company Poughkeepsie NY 12/2017 03/2022
Northwestern Mutual Investment Services Llc Poughkeepsie NY 03/2019 03/2022
Mml Investors Services, Llc Boston MA 04/2022 03/2025
Mass Mutual Life Insurance Company Boston MA 04/2022 03/2025
Self Employed New Paltz NY 05/2017 12/2017
Theodore Svirbly, Sole Proprietor Derry NH 01/2025 Present
Theodore Svirbly, Sole Proprietor Dba T.S. Financial Planning Derry NH 03/2025 Present
  • 03/2015 → 10/2017
    Thesaurus House
    Tokyo
  • 09/2014 → 09/2016
    Waseda University
    Tokyo
  • 12/2017 → 03/2022
    Northwestern Mutual Life Insurance Company
    Poughkeepsie, NY
  • 03/2019 → 03/2022
    Northwestern Mutual Investment Services Llc
    Poughkeepsie, NY
  • 04/2022 → 03/2025
    Mml Investors Services, Llc
    Boston, MA
  • 04/2022 → 03/2025
    Mass Mutual Life Insurance Company
    Boston, MA
  • 05/2017 → 12/2017
    Self Employed
    New Paltz, NY
  • 01/2025 → Present
    Theodore Svirbly, Sole Proprietor
    Derry, NH
  • 03/2025 → Present
    Theodore Svirbly, Sole Proprietor Dba T.S. Financial Planning
    Derry, NH
Other Businesses

Theodore Svirbly, Sole Proprietor; Investment Related; Derry, NH; Fixed Insurance; Agent; 01/2025; approximately 60 hrs./month; approximately 60 hrs. during trading; fixed insurance sales and service.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-07
S63 Uniform Securities Agent State Law Examination 2019-04-05
  • S65 Uniform Investment Adviser Law Examination
    2024-12-07
  • S63 Uniform Securities Agent State Law Examination
    2019-04-05
Other Names
  • Theodore Edward Svirbly
  • Ted Svirbly
  • Ted Svirbly

View on SEC IAPD

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