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Michael O"Kane

Td Private Client Wealth LLC

Burlington, VT

Marlton, NJ

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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
NJ RA APPROVED 2025-08-26
  • NJ RA
    APPROVED
    Since 2025-08-26

Branch Locations

111 Main Street, Burlington, VT 05401 • United States

336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • 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
United Postal Service Edison NJ 10/2017 02/2018
Student Baltimore MD 08/2013 05/2017
Unemployment East Brunswick NJ 05/2017 10/2017
The Prudential Insurance Company Of America Iselin NJ 02/2018 08/2018
Prudential Insurance Company Of America Newark NJ 08/2018 01/2025
Pruco Securities, Llc. Newark NJ 08/2018 01/2025
Unemployment Cherry Hill NJ 01/2025 07/2025
Td Bank N.A. Marlton NJ 08/2025 Present
Td Private Client Wealth Llc Malrton NJ 08/2025 Present
  • 10/2017 → 02/2018
    United Postal Service
    Edison, NJ
  • 08/2013 → 05/2017
    Student
    Baltimore, MD
  • 05/2017 → 10/2017
    Unemployment
    East Brunswick, NJ
  • 02/2018 → 08/2018
    The Prudential Insurance Company Of America
    Iselin, NJ
  • 08/2018 → 01/2025
    Prudential Insurance Company Of America
    Newark, NJ
  • 08/2018 → 01/2025
    Pruco Securities, Llc.
    Newark, NJ
  • 01/2025 → 07/2025
    Unemployment
    Cherry Hill, NJ
  • 08/2025 → Present
    Td Bank N.A.
    Marlton, NJ
  • 08/2025 → Present
    Td Private Client Wealth Llc
    Malrton, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-11
S63 Uniform Securities Agent State Law Examination 2018-12-14
  • S66 Uniform Combined State Law Examination
    2025-03-11
  • S63 Uniform Securities Agent State Law Examination
    2018-12-14
Other Names
  • Michael Joseph O'KAne
  • Michael Joseph Okane
  • Michael Okane

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Burlington, VT
CETERA INVESTMENT ADVISERS LLC · BURLINGTON, VT
BLUE SLATE INVESTMENT MANAGEMENT · BURLINGTON, VT
GAINGELS VENTURES LLC · BURLINGTON, VT
GAINGELS MANAGEMENT LLC · BURLINGTON, VT
GAINGELS 10X CAPITAL DIVERSITY MANAGEMENT LLC · BURLINGTON, VT
TEUCRIUM INVESTMENT ADVISORS, LLC · BURLINGTON, VT
ONE DAY IN JULY LLC · BURLINGTON, VT

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