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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Stoughton | MA | 10/2024 | 01/2026 |
| Jpmorgan Chase Bank, N.A. | Stoughton | MA | 10/2024 | 01/2026 |
| Td Bank | Providence | RI | 05/2023 | 08/2023 |
| Needham Bank | Needham | MA | 08/2023 | 10/2024 |
| Td Bank | Foxboro | MA | 06/2015 | 05/2023 |
| Td Bank N.A. | Milford | MA | 02/2026 | Present |
| Td Private Client Wealth Llc | Milford | MA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-24 |
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