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Philip Deangelis

Td Private Client Wealth LLC

Exton, PA

Doylestown, PA

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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
AZ RA APPROVED 2026-08-25
IL RA APPROVED 2025-08-08
GA RA APPROVED 2024-01-02
FL RA APPROVED 2023-07-17
NY RA APPROVED 2022-05-14
NJ RA APPROVED 2022-01-14
PA RA APPROVED 2021-04-02
  • AZ RA
    APPROVED
    Since 2026-08-25
  • IL RA
    APPROVED
    Since 2025-08-08
  • GA RA
    APPROVED
    Since 2024-01-02
  • FL RA
    APPROVED
    Since 2023-07-17
  • NY RA
    APPROVED
    Since 2022-05-14
  • NJ RA
    APPROVED
    Since 2022-01-14
  • PA RA
    APPROVED
    Since 2021-04-02

Branch Locations

100 Iron Lake Blvd, Exton, PA 19341 • United States

577 North Main Street, Doylestown, PA 18901 • 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. Quakertown PA 04/2017 03/2021
State Farm - Bob Witmer Agency Quakertown PA 01/2015 03/2017
Td Bank N.A. Quakertown PA 03/2021 Present
Td Private Client Wealth Llc Quakertown PA 03/2021 Present
  • 04/2017 → 03/2021
    Td Bank N.A.
    Quakertown, PA
  • 01/2015 → 03/2017
    State Farm - Bob Witmer Agency
    Quakertown, PA
  • 03/2021 → Present
    Td Bank N.A.
    Quakertown, PA
  • 03/2021 → Present
    Td Private Client Wealth Llc
    Quakertown, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-07-11
S65 Uniform Investment Adviser Law Examination 2021-04-02
  • S63 Uniform Securities Agent State Law Examination
    2025-07-11
  • S65 Uniform Investment Adviser Law Examination
    2021-04-02

View on SEC IAPD

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Other Investors

EUAN LIVINGTON
MATTHEW J. KELLEHER
PATRICK M FARREN
BRIAN SCHWEITZER
MANDY SUE SNIDER
DOUGLAS MCALLISTER
ANDREW JAMES MASON
KYLE GADIEL

Other Offices

STRATEGIC ADVISERS LLC · EXTON, PA
COMMONWEALTH FINANCIAL NETWORK · EXTON, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · EXTON, PA
COMPREHENSIVE FINANCIAL ADVISERS · EXTON, PA
COMMONWEALTH FINANCIAL NETWORK · EXTON, PA
HORNOR, TOWNSEND & KENT, LLC · EXTON, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Exton, PA
HORNOR, TOWNSEND & KENT, LLC · EXTON, PA

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