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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-07-17 |
| FL | RA | APPROVED | 2024-07-12 |
| NJ | RA | APPROVED | 2024-07-12 |
| VT | RA | APPROVED | 2024-07-12 |
| CT | RA | APPROVED | 2024-07-11 |
| DE | RA | APPROVED | 2024-07-11 |
| ME | RA | APPROVED | 2024-07-11 |
| MD | RA | APPROVED | 2024-07-11 |
| NH | RA | APPROVED | 2024-07-11 |
| NY | RA | APPROVED | 2024-07-11 |
| NC | RA | APPROVED | 2024-07-11 |
| PA | RA | APPROVED | 2024-07-11 |
| RI | RA | APPROVED | 2024-07-11 |
| SC | RA | APPROVED | 2024-07-11 |
| VA | RA | APPROVED | 2024-07-11 |
Branch Locations
1919 Gallows Road 2Nd Floor, Vienna, VA 22182 • 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 |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2020 | 11/2020 |
| Northwestern Mutual Investment Services Llc | Greenville | SC | 08/2020 | 11/2020 |
| Armed Forces | Ft Riley | KS | 09/2008 | 01/2021 |
| Cornerstone Construction | Travelers Rest | SC | 12/2020 | 04/2021 |
| Red Elm Landscaping | Travelers Rest | SC | 04/2021 | 09/2021 |
| Truist | Greenville | SC | 11/2021 | 09/2023 |
| Bankers Life & Casualty, Inc | Greenville | SC | 09/2023 | 06/2024 |
| Bankers Life Securities, Inc | Greenville | SC | 02/2024 | 06/2024 |
| Bankers Life Advisory Services, Inc | Greenville | SC | 05/2024 | 06/2024 |
| Td Bank N.A. | Greenville | SC | 07/2024 | 05/2026 |
| Td Private Client Wealth Llc | Greenville | SC | 07/2024 | Present |
| Td Bank N.A. | Greenville | SC | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-01 |
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