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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
IN RA APPROVED 2026-02-04
GA RA APPROVED 2025-07-01
MA RA APPROVED 2023-02-07
FL RA APPROVED 2023-01-31
CT RA APPROVED 2023-01-30
DE RA APPROVED 2023-01-30
ME RA APPROVED 2023-01-30
MD RA APPROVED 2023-01-30
NH RA APPROVED 2023-01-30
NJ RA APPROVED 2023-01-30
NY RA APPROVED 2023-01-30
NC RA APPROVED 2023-01-30
PA RA APPROVED 2023-01-30
RI RA APPROVED 2023-01-30
VT RA APPROVED 2023-01-30
VA RA APPROVED 2023-01-30
SC RA APPROVED 2023-01-12
  • IN RA
    APPROVED
    Since 2026-02-04
  • GA RA
    APPROVED
    Since 2025-07-01
  • MA RA
    APPROVED
    Since 2023-02-07
  • FL RA
    APPROVED
    Since 2023-01-31
  • CT RA
    APPROVED
    Since 2023-01-30
  • DE RA
    APPROVED
    Since 2023-01-30
  • ME RA
    APPROVED
    Since 2023-01-30
  • MD RA
    APPROVED
    Since 2023-01-30
  • NH RA
    APPROVED
    Since 2023-01-30
  • NJ RA
    APPROVED
    Since 2023-01-30
  • NY RA
    APPROVED
    Since 2023-01-30
  • NC RA
    APPROVED
    Since 2023-01-30
  • PA RA
    APPROVED
    Since 2023-01-30
  • RI RA
    APPROVED
    Since 2023-01-30
  • VT RA
    APPROVED
    Since 2023-01-30
  • VA RA
    APPROVED
    Since 2023-01-30
  • SC RA
    APPROVED
    Since 2023-01-12

Branch Locations

6514-B State Park Road, Travelers Rest, SC 29690 • United States

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
Equitable Advisors New York NY 07/2020 08/2022
Hilton Displays Greenville SC 03/2018 05/2020
Clemson Intramurals Clemson SC 08/2014 12/2017
Mosquito Joe Pineville NC 06/2016 07/2017
Clemson University Clemson SC 08/2014 12/2017
Td Bank N.A. Greenville SC 08/2022 11/2022
Td Private Client Wealth Llc Greenville SC 08/2022 11/2022
Td Bank N.A. Greenville SC 01/2023 Present
Td Private Client Wealth Llc Greenville SC 01/2023 Present
  • 07/2020 → 08/2022
    Equitable Advisors
    New York, NY
  • 03/2018 → 05/2020
    Hilton Displays
    Greenville, SC
  • 08/2014 → 12/2017
    Clemson Intramurals
    Clemson, SC
  • 06/2016 → 07/2017
    Mosquito Joe
    Pineville, NC
  • 08/2014 → 12/2017
    Clemson University
    Clemson, SC
  • 08/2022 → 11/2022
    Td Bank N.A.
    Greenville, SC
  • 08/2022 → 11/2022
    Greenville, SC
  • 01/2023 → Present
    Td Bank N.A.
    Greenville, SC
  • 01/2023 → Present
    Greenville, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-08
S63 Uniform Securities Agent State Law Examination 2020-08-21
  • S65 Uniform Investment Adviser Law Examination
    2022-12-08
  • S63 Uniform Securities Agent State Law Examination
    2020-08-21
Other Names
  • Kyle Puckett
  • Kyle James Puckett

View on SEC IAPD

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