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Vruti Patel

Td Private Client Wealth LLC

Allendale, NJ

Ramsey, 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
FL RA APPROVED 2025-02-05
NY RA APPROVED 2022-02-15
PA RA APPROVED 2021-02-09
NJ RA APPROVED 2020-09-23
  • FL RA
    APPROVED
    Since 2025-02-05
  • NY RA
    APPROVED
    Since 2022-02-15
  • PA RA
    APPROVED
    Since 2021-02-09
  • NJ RA
    APPROVED
    Since 2020-09-23

Branch Locations

63 West Allendale Avenue, Allendale, NJ 07401 • United States

1100 Lake Street 3Rd Floor, Ramsey, NJ 07446 • 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
Td Bank N.A. Ramsey NJ 06/2014 01/2021
Td Private Client Wealth Llc Cherry Hill NJ 06/2020 Present
Td Bank N.A. Ramsey NJ 01/2021 Present
  • 06/2014 → 01/2021
    Td Bank N.A.
    Ramsey, NJ
  • 06/2020 → Present
    Td Private Client Wealth Llc
    Cherry Hill, NJ
  • 01/2021 → Present
    Td Bank N.A.
    Ramsey, NJ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-07-29
S65 Uniform Investment Adviser Law Examination 2020-09-21
  • S63 Uniform Securities Agent State Law Examination
    2025-07-29
  • S65 Uniform Investment Adviser Law Examination
    2020-09-21
Other Names
  • Vrutika Patel

View on SEC IAPD

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