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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-02-17 |
| ME | RA | APPROVED | 2025-01-27 |
| NY | RA | APPROVED | 2021-04-10 |
| NJ | RA | APPROVED | 2021-03-30 |
| PA | RA | APPROVED | 2021-03-30 |
| FL | RA | APPROVED | 2020-10-24 |
Branch Locations
4100 20Th Street, Vero Beach, FL 32960 • United States
3450 Clark Road, Sarasota, FL 34231 • 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. | Port St. Lucie | FL | 02/2015 | 07/2020 |
| Td Private Client Wealth Llc | Vero Beach | FL | 07/2020 | Present |
| Td Bank N.A. | Vero Beach | FL | 07/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-26 |
| S65 | Uniform Investment Adviser Law Examination | 2020-09-15 |
| S66 | Uniform Combined State Law Examination | 2003-11-03 |
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