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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-03-26 |
| NY | RA | APPROVED | 2026-02-13 |
| FL | RA | APPROVED | 2025-08-05 |
Branch Locations
3450 Clark Road, Sarasota, FL 34231 • United States
12280 South Shore Boulevard, Wellington, FL 33414 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 07/2017 | 09/2019 |
| Unemployed | Boca Raton | FL | 05/2016 | 07/2017 |
| Bank Of America, N.A. | Boca Raton | FL | 05/2018 | 09/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plantation | FL | 09/2019 | 05/2025 |
| Bank Of America, N.A. | Plantation | FL | 09/2019 | 05/2025 |
| Unemployed | Boca Raton | FL | 05/2025 | 07/2025 |
| Td Bank N.A. | Wellington | FL | 07/2025 | Present |
| Td Private Client Wealth Llc | Wellington | FL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-17 |
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