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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 |
|---|---|---|---|
| SD | RA | APPROVED | 2026-06-23 |
| GA | RA | APPROVED | 2025-07-24 |
| MI | RA | APPROVED | 2025-07-18 |
| IL | RA | APPROVED | 2025-02-06 |
| NY | RA | APPROVED | 2025-01-17 |
| WA | RA | APPROVED | 2024-08-12 |
| NH | RA | APPROVED | 2024-07-09 |
| MA | RA | APPROVED | 2024-06-10 |
| OH | RA | APPROVED | 2024-02-21 |
| PA | RA | APPROVED | 2023-09-22 |
| SC | RA | APPROVED | 2023-09-22 |
| TX | RA | APPROVED | 2023-07-26 |
| FL | RA | APPROVED | 2023-03-23 |
| DE | RA | APPROVED | 2023-03-13 |
| AZ | RA | APPROVED | 2021-05-04 |
| AK | RA | APPROVED | 2020-10-15 |
| CA | RA | APPROVED | 2020-10-15 |
| NC | RA | APPROVED | 2020-06-19 |
| OR | RA | APPROVED | 2017-09-19 |
| DC | RA | APPROVED | 2017-01-24 |
| MD | RA | APPROVED | 2017-01-19 |
| VA | RA | APPROVED | 2017-01-19 |
Branch Locations
1919 Gallows Road 2Nd Floor, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Vienna | VA | 10/2014 | 12/2016 |
| Usaa Financial Planning Services | Vienna | VA | 10/2014 | 12/2016 |
| Td Bank, N.A. | Vienna | VA | 01/2017 | 01/2023 |
| Td Private Client Wealth Llc | Vienna | VA | 01/2017 | Present |
| Td Bank N.A. | Vienna | VA | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-19 |
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