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Summer Matthews

Td Private Client Wealth LLC

West Palm Beach, FL

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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
NY RA APPROVED 2026-07-31
NJ RA APPROVED 2026-03-02
CA RA APPROVED 2025-09-08
FL RA APPROVED 2025-08-11
  • NY RA
    APPROVED
    Since 2026-07-31
  • NJ RA
    APPROVED
    Since 2026-03-02
  • CA RA
    APPROVED
    Since 2025-09-08
  • FL RA
    APPROVED
    Since 2025-08-11

Branch Locations

2130 Centrepark West Drive, West Palm Beach, FL 33409 • 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
Pnc Bank Acreage FL 09/2013 10/2024
Pnc Investments Llc Pittsburgh PA 09/2013 10/2024
Raymond James Financial Services, Inc. Wellington FL 10/2024 07/2025
Boynton Financial Group, Inc. Wellington FL 10/2024 07/2025
Raymond James Financial Services Advisors, Inc. Wellington FL 03/2025 07/2025
Td Bank N.A. West Palm Beach FL 08/2025 Present
Td Private Client Wealth Llc West Palm Beach FL 08/2025 Present
  • 09/2013 → 10/2024
    Pnc Bank
    Acreage, FL
  • 09/2013 → 10/2024
    Pnc Investments Llc
    Pittsburgh, PA
  • 10/2024 → 07/2025
    Raymond James Financial Services, Inc.
    Wellington, FL
  • 10/2024 → 07/2025
    Boynton Financial Group, Inc.
    Wellington, FL
  • 03/2025 → 07/2025
    Raymond James Financial Services Advisors, Inc.
    Wellington, FL
  • 08/2025 → Present
    Td Bank N.A.
    West Palm Beach, FL
  • 08/2025 → Present
    Td Private Client Wealth Llc
    West Palm Beach, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-26
  • S66 Uniform Combined State Law Examination
    2025-02-26
Other Names
  • Summer Curtiss
  • Summer H Curtiss
  • Summer H Matthews
  • Summer H Curtiss Matthews
  • Summer Curtiss Matthews
  • Summer Holli Curtiss
  • Summer C Matthews
  • Summer Curtiss Matthews

View on SEC IAPD

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GEORGE S MAYER
SCOTT BERNARD ARENTSEN
NATHALIE TREMBLAY

Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

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