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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-22 |
| TX | RA | APPROVED | 2026-01-22 |
| VT | RA | APPROVED | 2025-10-30 |
| DE | RA | APPROVED | 2025-08-19 |
| PA | RA | APPROVED | 2025-08-19 |
Branch Locations
1700 Market Street 32Nd Floor/Suite 3222, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Private Client Wealth Llc | Exton | PA | 11/2015 | 07/2017 |
| Td Bank, N.A. | Exton | PA | 11/2015 | 07/2017 |
| Tiaa | Philadelphia | PA | 07/2017 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Philadelphia | PA | 06/2025 | Present |
Name: The Maryland Institute for Pelvic Neuroscience Position: Interim Office Manager Nature: Physician practice Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 01/01/2024 Address: 1447 York Road, Suite 406, Lutherville MD 21093, United States Description: Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-25 |
| S65 | Uniform Investment Adviser Law Examination | 1999-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-27 |
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