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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-25 |
| VA | RA | APPROVED | 2024-04-26 |
| CA | RA | APPROVED | 2024-04-19 |
| MI | RA | APPROVED | 2023-12-21 |
| FL | RA | APPROVED | 2021-11-03 |
| NJ | RA | APPROVED | 2021-11-03 |
| CT | RA | APPROVED | 2021-11-02 |
| MD | RA | APPROVED | 2021-11-02 |
| PA | RA | APPROVED | 2021-11-02 |
| SC | RA | APPROVED | 2021-11-02 |
| VT | RA | APPROVED | 2021-11-02 |
| NY | RA | APPROVED | 2021-07-20 |
Branch Locations
1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets | New York | NY | 03/2012 | 06/2021 |
| Td Private Client Wealth Llc | New York | NY | 07/2021 | Present |
| Td Bank N.A. | New York | NY | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-09 |
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