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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-03 |
Branch Locations
301 East Pine Street 10Th Floor, Orlando, FL 32801 • United States
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade Inc. | Boca Raton | FL | 10/2007 | 01/2021 |
| Corda Investment Management, Llc | Houston | TX | 10/2023 | 02/2024 |
| Keller Williams | Boca Raton | FL | 04/2022 | 10/2023 |
| Unemployed | Boca Raton | FL | 01/2021 | 04/2022 |
| Td Bank N.A. | Orlando | FL | 02/2024 | Present |
| Td Private Client Wealth Llc | Orlando | FL | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-04 |
| S66 | Uniform Combined State Law Examination | 2008-01-03 |
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