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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-16 |
| NJ | RA | APPROVED | 2025-02-21 |
Branch Locations
3000 Atrium Way Suite 420, Mount Laurel, NJ 08054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Private Client Wealth Llc | Marlton | NJ | 08/2015 | 02/2025 |
| Td Bank, N.A. | Marlton | NJ | 08/2015 | 02/2025 |
| Raymond James & Associates, Inc. | Mount Laurel | NJ | 02/2025 | Present |
1.) Greater Philadelphia YMCA Development Board-Board Member 59 Centerton RD. MT Laurel NJ 08054 The Y is one of the nations leading Non-profits, strengthening communities through youth development, healthy living, and social responsibilities. No Compensation 2.) Golf Association of Philadelphia 1974 Sproul RD, Suite 400 Broomall, PA 19008 GAP is the oldest allied golf associates in the country. The purpose is to grow and preserve the game of golf. No Compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-20 |
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