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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-24 |
| PA | RA | APPROVED | 2026-07-07 |
| NY | RA | APPROVED | 2026-03-06 |
| NJ | RA | APPROVED | 2026-02-03 |
| CT | RA | APPROVED | 2024-01-17 |
| RI | RA | APPROVED | 2024-01-17 |
| TX | RA | APPROVED_RES | 2024-01-17 |
| FL | RA | APPROVED | 2021-06-14 |
Branch Locations
2130 Centrepark West Drive, West Palm Beach, FL 33409 • United States
3450 Clark Road, Sarasota, FL 34231 • 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 Bank Na | Coconut Creek | FL | 07/2014 | 04/2021 |
| Td Bank N.A. | Boca Raton | FL | 04/2021 | Present |
| Td Private Client Wealth Llc | Boca Raton | FL | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-30 |
| S65 | Uniform Investment Adviser Law Examination | 2021-06-11 |
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