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Account
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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-20 |
| GA | RA | APPROVED | 2026-06-23 |
| MA | RA | APPROVED | 2026-04-16 |
| SC | RA | APPROVED | 2026-03-12 |
| IL | RA | APPROVED | 2026-02-05 |
| NH | RA | APPROVED | 2025-10-03 |
| TX | RA | APPROVED_RES | 2025-10-02 |
| VA | RA | APPROVED | 2025-10-02 |
| NC | RA | APPROVED | 2025-10-01 |
| VT | RA | APPROVED | 2025-10-01 |
| CT | RA | APPROVED | 2025-09-15 |
| MD | RA | APPROVED | 2025-09-15 |
| FL | RA | APPROVED | 2025-08-28 |
| AZ | RA | APPROVED | 2025-08-27 |
| ME | RA | APPROVED | 2025-07-09 |
| NJ | RA | APPROVED | 2024-11-27 |
| NY | RA | APPROVED | 2024-11-26 |
| PA | RA | APPROVED | 2024-11-26 |
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 |
|---|---|---|---|---|
| Tdameritrade Inc | Marlton | NJ | 06/2009 | 01/2021 |
| Unemployed | Marlton | NJ | 01/2021 | 09/2021 |
| Td Ameritrade | Marlton | NJ | 09/2021 | 09/2022 |
| Citizens Securities, Inc | Fort Washington | PA | 09/2022 | Present |
| Clarfeld | Tarrytown | NY | 09/2022 | 11/2024 |
| Td Bank, Na | Marlton | NJ | 11/2024 | Present |
| Td Private Client Wealth Llc | Marlton | NJ | 11/2024 | Present |
Galahad Properties LLC - Duplex - 14 East Jeanette Ave, Beach Haven Crest, NJ 08008 Gawain Properties, LLC - Condo - 314A Mitten Lane, Mount Laurel, NJ 08054
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-01 |
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