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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-27 |
Branch Locations
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
200 State Street, 10Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce, Fenner &Amp; Smith, Inc. | Pennington | NJ | 07/2011 | 04/2025 |
| Td Bank N.A. | Marlton | NJ | 04/2026 | Present |
| Unemployed | Philadelphia | PA | 04/2025 | 04/2026 |
| Td Private Client Wealth Llc | Marlton | NJ | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-31 |
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