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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-05-24 |
| NY | RA | APPROVED | 2022-05-23 |
| PA | RA | APPROVED | 2022-05-23 |
| FL | RA | APPROVED | 2021-06-21 |
Branch Locations
3450 Clark Road, Sarasota, FL 34231 • United States
4675 South Kirkman Road, Orlando, FL 32811 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Orlando | FL | 05/2021 | Present |
| Td Bank | Orlando | FL | 05/2019 | 05/2021 |
| Td Bank | Orlando | FL | 10/2017 | 05/2019 |
| Unemployed | Tampa | FL | 04/2012 | 10/2017 |
| Td Private Client Wealth Llc | Orlando | FL | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-27 |
| S66 | Uniform Combined State Law Examination | 2011-10-05 |
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