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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-22 |
| OH | RA | APPROVED | 2025-06-17 |
| SC | RA | APPROVED | 2025-06-12 |
| NH | RA | APPROVED | 2025-06-10 |
| PA | RA | APPROVED | 2025-06-10 |
| RI | RA | APPROVED | 2025-06-10 |
| VA | RA | APPROVED | 2025-06-10 |
| CT | RA | APPROVED | 2025-06-09 |
| FL | RA | APPROVED | 2025-06-09 |
| NC | RA | APPROVED | 2025-06-09 |
| MD | RA | APPROVED | 2025-06-06 |
| NJ | RA | APPROVED | 2021-05-06 |
Branch Locations
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
255 Nassau Street 1St Floor, Princeton, NJ 08540 • United States
Barnegat, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Tom's River | NJ | 01/2016 | Present |
| Td Private Client Wealth Llc | Tom's River | NJ | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-05 |
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