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Account
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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-07-25 |
| IL | RA | APPROVED | 2024-07-19 |
| SC | RA | APPROVED | 2024-07-19 |
| LA | RA | APPROVED | 2024-07-18 |
| DE | RA | APPROVED | 2024-07-17 |
| ME | RA | APPROVED | 2024-07-15 |
| MT | RA | APPROVED | 2024-07-15 |
| NH | RA | APPROVED | 2024-07-15 |
| CO | RA | APPROVED | 2024-07-12 |
| CT | RA | APPROVED | 2024-07-12 |
| FL | RA | APPROVED | 2024-07-12 |
| ID | RA | APPROVED | 2024-07-12 |
| IN | RA | APPROVED | 2024-07-12 |
| MO | RA | APPROVED | 2024-07-12 |
| NJ | RA | APPROVED | 2024-07-12 |
| OH | RA | APPROVED | 2024-07-12 |
| PA | RA | APPROVED | 2024-07-12 |
| RI | RA | APPROVED | 2024-07-12 |
| VT | RA | APPROVED | 2024-07-12 |
| VA | RA | APPROVED | 2024-07-12 |
| CA | RA | APPROVED | 2024-07-11 |
| NC | RA | APPROVED | 2024-07-11 |
| TX | RA | APPROVED_RES | 2024-07-11 |
| NY | RA | APPROVED | 2024-05-06 |
Branch Locations
1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • 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 |
|---|---|---|---|---|
| Jpmorgan Securities Llc | New York | NY | 04/2013 | 04/2024 |
| Td Bank N.A.a | New York | NY | 04/2024 | Present |
| Td Private Client Wealth Llc | New York | NY | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-24 |
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