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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-15 |
| DE | RA | APPROVED | 2025-05-14 |
| NY | RA | APPROVED | 2025-05-14 |
| PA | RA | APPROVED | 2025-05-14 |
| NJ | RA | APPROVED | 2025-01-22 |
Branch Locations
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 04/2010 | 05/2019 |
| Bofa Securities, Inc. | New York | NY | 05/2019 | 07/2023 |
| Unemployed | Moorestown | NJ | 08/2023 | 01/2025 |
| Td Private Client Wealth Llc | Marlton | NJ | 01/2025 | Present |
| Td Bank N.A. | Marlton | NJ | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-11 |
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