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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-02-24 |
| NC | RA | APPROVED | 2023-09-11 |
| NY | RA | APPROVED | 2023-03-14 |
| DE | RA | APPROVED | 2022-04-19 |
| FL | RA | APPROVED | 2021-07-15 |
| NJ | RA | APPROVED | 2021-03-10 |
| PA | RA | APPROVED | 2020-11-23 |
Branch Locations
100 Iron Lake Blvd, Exton, PA 19341 • United States
200 Carolina Point Parkway 4Th Floor, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Broomall | PA | 10/2012 | 06/2020 |
| Td Private Client Wealth Llc | Exton | PA | 06/2020 | Present |
| Td Bank N.A. | Media | PA | 06/2020 | 04/2026 |
| Td Bank N.A. | Exton | PA | 04/2026 | Present |
YMCA Rocky Run NOT investment-related Baltimore Pike Media PA 19063 LIFE GUARD August 22 2024 12 hours a month apx I life guard at the YMCA pool. I have certification from RED CROSS for life guarding, CPR and Oxygen
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-09 |
| S65 | Uniform Investment Adviser Law Examination | 2020-11-23 |
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