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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-03 |
| NJ | RA | APPROVED | 2025-07-02 |
| NY | RA | APPROVED | 2025-07-02 |
Branch Locations
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 Ameritrade, Inc. | Princeton | NJ | 07/2011 | 12/2017 |
| Raymond James Financial Services, Inc. | New York | NY | 01/2018 | 05/2018 |
| United Nations Federal Credit Union Advisors | New Uyork | NY | 12/2017 | 05/2020 |
| Raymond James Financial Services Advisors Inc. | New York | NY | 01/2018 | 05/2018 |
| Community America Financial Solutions Llc | Lenexa | KS | 04/2018 | 05/2020 |
| Fidelity Brokerage Services Llc | New York | NY | 05/2020 | 04/2021 |
| Insight Securities, Inc. | Highland Park | IL | 08/2021 | 08/2022 |
| Homemaker | New York | NY | 04/2021 | 08/2021 |
| Citizens Securities, Inc | Princeton | NJ | 08/2022 | 06/2025 |
| Clarfeld | Princeton | NJ | 08/2022 | 06/2025 |
| Td Bank N.A. | Marlton | NJ | 06/2025 | Present |
| Td Private Client Wealth Llc | Marlton | NJ | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-13 |
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