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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-01-01 |
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| HI | RA | APPROVED | 2025-01-01 |
| KY | RA | APPROVED | 2025-01-01 |
| MD | RA | APPROVED | 2025-01-01 |
| MI | RA | APPROVED | 2025-01-01 |
| MS | RA | APPROVED | 2025-01-01 |
| NV | RA | APPROVED | 2025-01-01 |
| ND | RA | APPROVED | 2025-01-01 |
| OK | RA | APPROVED | 2025-01-01 |
| OR | RA | APPROVED | 2025-01-01 |
| SC | RA | APPROVED | 2025-01-01 |
| VT | RA | APPROVED | 2025-01-01 |
| WI | RA | APPROVED | 2025-01-01 |
| GA | RA | APPROVED | 2024-03-25 |
| AK | RA | APPROVED | 2024-02-02 |
| AZ | RA | APPROVED | 2024-01-31 |
| LA | RA | APPROVED | 2024-01-23 |
| IA | RA | APPROVED | 2024-01-22 |
| NC | RA | APPROVED | 2024-01-19 |
| ID | RA | APPROVED | 2024-01-18 |
| IL | RA | APPROVED | 2024-01-18 |
| CT | RA | APPROVED | 2024-01-17 |
| DE | RA | APPROVED | 2024-01-16 |
| ME | RA | APPROVED | 2024-01-16 |
| MO | RA | APPROVED | 2024-01-16 |
| MT | RA | APPROVED | 2024-01-16 |
| NH | RA | APPROVED | 2024-01-16 |
| NM | RA | APPROVED | 2024-01-16 |
| PA | RA | APPROVED | 2024-01-16 |
| RI | RA | APPROVED | 2024-01-16 |
| SD | RA | APPROVED | 2024-01-16 |
| WV | RA | APPROVED | 2024-01-16 |
| AL | RA | APPROVED | 2024-01-12 |
| IN | RA | APPROVED | 2024-01-12 |
| KS | RA | APPROVED | 2024-01-12 |
| MN | RA | APPROVED | 2024-01-12 |
| NE | RA | APPROVED | 2024-01-12 |
| NJ | RA | APPROVED | 2024-01-12 |
| NY | RA | APPROVED | 2024-01-12 |
| OH | RA | APPROVED | 2024-01-12 |
| TX | RA | APPROVED | 2024-01-12 |
| UT | RA | APPROVED | 2024-01-12 |
| VA | RA | APPROVED | 2024-01-12 |
| WA | RA | APPROVED | 2024-01-12 |
| WY | RA | APPROVED | 2024-01-12 |
Branch Locations
255 Alhambra Circle, Coral Gables, FL 33134 • United States
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
Miami Lakes, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Miami | FL | 06/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 05/2022 |
| Td Bank N.A. | Coral Gables | FL | 05/2022 | Present |
| Td Private Client Wealth Llc | Coral Gables | FL | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-06 |
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