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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-22 |
| CA | RA | APPROVED | 2026-02-13 |
| NJ | RA | APPROVED | 2026-02-13 |
| NY | RA | APPROVED | 2026-02-12 |
| FL | RA | APPROVED | 2026-02-04 |
Branch Locations
5900 N Andrews Ave 2Nd Floor, Fort Lauderdale, FL 33309 • United States
3450 Clark Road, Sarasota, FL 34231 • United States
2 disclosure categories 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 Ameritrade | Fort Lauderdale | FL | 02/2016 | 12/2022 |
| Td Private Client Wealth Llc | Fort Lauderdale | FL | 01/2026 | Present |
| Charles Schwab Bank | Fort Lauderdale | FL | 09/2019 | 09/2025 |
| Td Bank N.A. | Fort Lauderdale | FL | 01/2026 | Present |
| Extended Travel | Fort Lauderdale | FL | 09/2025 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-23 |
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