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Account
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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-12-04 |
| FL | RA | APPROVED | 2025-03-31 |
| NJ | RA | APPROVED | 2025-03-28 |
| NY | RA | APPROVED | 2024-10-23 |
Branch Locations
324 So. Service Road, Melville, NY 11747 • United States
108-36/50 Queens Boulevard, Forest Hills, NY 11375 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Farmingdale | NY | 09/2011 | 03/2021 |
| Td Bank N.A. | Melville | NY | 03/2021 | 08/2023 |
| Td Private Client Wealth Llc | Melville | NY | 03/2021 | 08/2023 |
| Lpl Financial Llc | Syosset | NY | 07/2023 | 10/2024 |
| Webster Investments | Syosset | NY | 07/2023 | 10/2024 |
| Td Private Client Wealth Llc | Forest Hills | NY | 10/2024 | Present |
| Td Bank N.A. | Forest Hills | NY | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-02-20 |
| S65 | Uniform Investment Adviser Law Examination | 2021-04-13 |
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