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Irina Kokini

Td Private Client Wealth LLC

New York, NY

Ramsey, NJ

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Current Employers
Td Private Client Wealth Llc

1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2022-07-06
SC RA APPROVED 2022-07-06
NC RA APPROVED 2022-07-01
NY RA APPROVED 2021-11-30
  • CT RA
    APPROVED
    Since 2022-07-06
  • SC RA
    APPROVED
    Since 2022-07-06
  • NC RA
    APPROVED
    Since 2022-07-01
  • NY RA
    APPROVED
    Since 2021-11-30

Branch Locations

1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States

1100 Lake Street 3Rd Floor, Ramsey, NJ 07446 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup New York NY 12/2013 10/2021
Td Private Client Wealth Llc New York NY 11/2021 Present
Td Bank N.A. New York NY 11/2021 Present
  • 12/2013 → 10/2021
    Citigroup
    New York, NY
  • 11/2021 → Present
    Td Private Client Wealth Llc
    New York, NY
  • 11/2021 → Present
    Td Bank N.A.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-07
S63 Uniform Securities Agent State Law Examination 2007-12-13
  • S65 Uniform Investment Adviser Law Examination
    2013-11-07
  • S63 Uniform Securities Agent State Law Examination
    2007-12-13
Other Names
  • Irina Heredia
  • Irina Heredia
  • Irina Heredia
  • Irina Kokini

View on SEC IAPD

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