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Denville Loney

Td Private Client Wealth LLC

Coconut Creek, FL

Sarasota, FL

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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
MA RA APPROVED 2026-07-02
CT RA APPROVED 2026-06-23
DE RA APPROVED 2024-11-14
NC RA APPROVED 2024-11-12
TX RA APPROVED_RES 2024-11-12
FL RA APPROVED 2022-05-27
NY RA APPROVED 2021-09-02
NJ RA APPROVED 2021-03-10
PA RA APPROVED 2020-10-13
  • MA RA
    APPROVED
    Since 2026-07-02
  • CT RA
    APPROVED
    Since 2026-06-23
  • DE RA
    APPROVED
    Since 2024-11-14
  • NC RA
    APPROVED
    Since 2024-11-12
  • TX RA
    APPROVED_RES
    Since 2024-11-12
  • FL RA
    APPROVED
    Since 2022-05-27
  • NY RA
    APPROVED
    Since 2021-09-02
  • NJ RA
    APPROVED
    Since 2021-03-10
  • PA RA
    APPROVED
    Since 2020-10-13

Branch Locations

6700 N State Road 7, Coconut Creek, FL 33073 • United States

3450 Clark Road, Sarasota, FL 34231 • 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
American Income Life Blue Bell PA 02/2012 04/2018
Td Bank N.A. King Of Prussia PA 04/2018 Present
Td Private Client Wealth Llc Cherry Hill NJ 05/2020 Present
  • 02/2012 → 04/2018
    American Income Life
    Blue Bell, PA
  • 04/2018 → Present
    Td Bank N.A.
    King Of Prussia, PA
  • 05/2020 → Present
    Td Private Client Wealth Llc
    Cherry Hill, NJ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-08-29
S65 Uniform Investment Adviser Law Examination 2020-10-13
  • S63 Uniform Securities Agent State Law Examination
    2025-08-29
  • S65 Uniform Investment Adviser Law Examination
    2020-10-13

View on SEC IAPD

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NATIONAL WEALTH MANAGEMENT GROUP, LLC
LPL FINANCIAL LLC

Other Investors

Robert B Wallo
YISEL REYES
Leinzs F Vincent
Craig Kirsner
STEVEN P KAO
ANTONIA COWEN ESPEY
RAYMOND DOUGLAS CURTIN
Ronna De La Cruz Lao

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COCONUT CREEK, FL
J.P. MORGAN SECURITIES LLC · COCONUT CREEK, FL
AE WEALTH MANAGEMENT, LLC · Coconut Creek, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Coconut Creek, FL
WILLIS ASSET FINANCE MANAGEMENT LLC · COCONUT CREEK, FL
OSAIC WEALTH, INC. · PARKLAND, FL
NATIONAL WEALTH MANAGEMENT GROUP, LLC · Coconut Creek, FL
LPL FINANCIAL LLC · COCONUT CREEK, FL

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