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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-03-16 |
| NC | RA | APPROVED | 2026-03-11 |
| ME | RA | APPROVED | 2026-03-05 |
| AZ | RA | APPROVED | 2024-10-01 |
| FL | RA | APPROVED | 2024-01-11 |
| NY | RA | APPROVED | 2024-01-10 |
| PA | RA | APPROVED | 2021-03-09 |
| NJ | RA | APPROVED | 2021-02-03 |
| MD | RA | APPROVED | 2021-01-28 |
| DE | RA | APPROVED | 2020-09-09 |
Branch Locations
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
284 Egg Harbor Road, Sewell, NJ 08080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Haddonfield | NJ | 01/2019 | 06/2020 |
| Td Bank N.A. | Sewell | NJ | 06/2020 | Present |
| Wine Warehouse | Clementon | NJ | 04/2018 | 01/2019 |
| Shoprite | Philadelphia | NJ | 09/2014 | 05/2018 |
| Td Private Client Wealth Llc | Sewell | NJ | 06/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-30 |
| S65 | Uniform Investment Adviser Law Examination | 2020-09-09 |
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