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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-31 |
| TX | RA | APPROVED_RES | 2025-02-06 |
| AZ | RA | APPROVED | 2024-03-25 |
| CO | RA | APPROVED | 2024-03-05 |
| OH | RA | APPROVED | 2023-08-09 |
| MA | RA | APPROVED | 2022-10-12 |
| NY | RA | APPROVED | 2021-08-19 |
| CA | RA | APPROVED | 2020-03-11 |
| DE | RA | APPROVED | 2019-02-03 |
| SC | RA | APPROVED | 2019-01-31 |
| FL | RA | APPROVED | 2016-03-15 |
| PA | RA | APPROVED | 2015-12-07 |
| NJ | RA | APPROVED | 2015-12-04 |
Branch Locations
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • 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 |
|---|---|---|---|---|
| Td Bank, N.A. | Marlton | NJ | 11/2015 | Present |
| Td Private Client Wealth Llc | Haddon Township | NJ | 11/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-08 |
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