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Russell Truesdale

Td Private Client Wealth LLC

Greenville, SC

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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
SC RA APPROVED 2023-03-20
  • SC RA
    APPROVED
    Since 2023-03-20

Branch Locations

200 Carolina Point Parkway 4Th Floor, Greenville, SC 29607 • 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 Greenville SC 06/2015 10/2018
Pnc Investments Greenville SC 06/2015 10/2018
Td Bank N.A. Greenville SC 09/2021 Present
Td Private Client Wealth Llc Greenville SC 09/2021 Present
Pnc Bank Anderson SC 10/2018 08/2021
  • 06/2015 → 10/2018
    Pnc Bank
    Greenville, SC
  • 06/2015 → 10/2018
    Pnc Investments
    Greenville, SC
  • 09/2021 → Present
    Td Bank N.A.
    Greenville, SC
  • 09/2021 → Present
    Td Private Client Wealth Llc
    Greenville, SC
  • 10/2018 → 08/2021
    Pnc Bank
    Anderson, SC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-17
S65 Uniform Investment Adviser Law Examination 2012-04-02
S63 Uniform Securities Agent State Law Examination 2012-03-13
  • S66 Uniform Combined State Law Examination
    2023-03-17
  • S65 Uniform Investment Adviser Law Examination
    2012-04-02
  • S63 Uniform Securities Agent State Law Examination
    2012-03-13
Other Names
  • Russell Truesdale
  • Russell Gregg Truesdale

View on SEC IAPD

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