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Current Employers
Lansdowne Wealth Management, Llc

34 Water Street Unit 2A, Mystic, CT 06355 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-04-11
TX RA APPROVED 2025-04-11
  • CT RA
    APPROVED
    Since 2025-04-11
  • TX RA
    APPROVED
    Since 2025-04-11

Branch Locations

34 Water Street Unit 2A, Mystic, CT 06355 • United States

Dunhill Financial

Swan Court, 11 Worple Road Unit 109, London SW19 4JS • United Kingdom

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-15
  • FL RA
    APPROVED
    Since 2024-11-15

Branch Locations

Swan Court, 11 Worple Road Unit 109, London SW19 4JS • United Kingdom

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
N/A Christchurch 02/2014 05/2017
Anz New Zealand Christchurch 06/2016 08/2017
Bank Of New Zealand Christchurch 08/2017 05/2018
Axia Labs Christchurch 12/2017 12/2019
Gap Year (Oe) Christchurch 01/2020 11/2020
Twine Financial Advisers Auckland 11/2020 02/2024
Travel (Relocating To London) London 02/2024 06/2024
Dunhill Financial, Llc London 06/2024 09/2024
Dunhill Financial, Llc London 09/2024 Present
Lansdowne Wealth Management, Llc Mystic CT 11/2024 Present
  • 02/2014 → 05/2017
    N/A
    Christchurch
  • 06/2016 → 08/2017
    Anz New Zealand
    Christchurch
  • 08/2017 → 05/2018
    Bank Of New Zealand
    Christchurch
  • 12/2017 → 12/2019
    Axia Labs
    Christchurch
  • 01/2020 → 11/2020
    Gap Year (Oe)
    Christchurch
  • 11/2020 → 02/2024
    Twine Financial Advisers
    Auckland
  • 02/2024 → 06/2024
    Travel (Relocating To London)
    London
  • 06/2024 → 09/2024
    Dunhill Financial, Llc
    London
  • 09/2024 → Present
    Dunhill Financial, Llc
    London
  • 11/2024 → Present
    Mystic, CT
Other Businesses

Investment Adviser Representative at Dunhill Financial, LLC. Working as fiduciary and no commissions received.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-24
  • S65 Uniform Investment Adviser Law Examination
    2024-09-24

View on SEC IAPD

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