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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-02-19 |
| FL | RA | APPROVED | 2024-09-30 |
| DE | RA | APPROVED | 2024-09-27 |
| PA | RA | APPROVED | 2023-08-03 |
Branch Locations
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
100 Iron Lake Blvd, Exton, PA 19341 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Bedminster | NJ | 03/2014 | 05/2019 |
| Commonwealth Financial Network | Waltham | MA | 05/2019 | 07/2023 |
| Wsfs Wealth Investments | Greenville | DE | 05/2019 | 07/2023 |
| Td Bank N.A. | Exton | PA | 07/2023 | Present |
| Td Private Client Wealth Llc | Exton | PA | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-01 |
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