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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-02-05 |
| MA | RA | APPROVED | 2024-02-22 |
| NH | RA | APPROVED | 2024-02-15 |
| FL | RA | APPROVED | 2024-02-14 |
| NJ | RA | APPROVED | 2024-02-14 |
| OH | RA | APPROVED | 2024-02-14 |
| CA | RA | APPROVED | 2024-02-13 |
| CO | RA | APPROVED | 2024-02-13 |
| CT | RA | APPROVED | 2024-02-13 |
| DE | RA | APPROVED | 2024-02-13 |
| HI | RA | APPROVED | 2024-02-13 |
| IA | RA | APPROVED | 2024-02-13 |
| MD | RA | APPROVED | 2024-02-13 |
| NY | RA | APPROVED | 2024-02-13 |
| NC | RA | APPROVED | 2024-02-13 |
| SC | RA | APPROVED | 2024-02-13 |
| TX | RA | APPROVED | 2024-02-13 |
| VA | RA | APPROVED | 2024-02-13 |
| WA | RA | APPROVED | 2024-02-13 |
| PA | RA | APPROVED | 2024-02-09 |
Branch Locations
100 Iron Lake Blvd, Exton, PA 19341 • United States
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Exton | PA | 01/2024 | Present |
| Bank Of America | West Conshohocken | PA | 09/2011 | 01/2024 |
| Td Private Client Wealth Llc | Exton | PA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-09 |
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