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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 | 2025-10-20 |
| NY | RA | APPROVED | 2024-09-06 |
| VA | RA | APPROVED | 2023-09-13 |
| FL | RA | APPROVED | 2023-03-14 |
| GA | RA | APPROVED | 2022-11-14 |
| NJ | RA | APPROVED | 2022-05-23 |
| MD | RA | APPROVED | 2021-06-15 |
| DE | RA | APPROVED | 2021-06-11 |
| PA | RA | APPROVED | 2021-06-11 |
Branch Locations
1919 Gallows Road 2Nd Floor, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Wilmington | DE | 03/2014 | 03/2021 |
| H&R Block | Brookhaven | PA | 11/2006 | 04/2021 |
| Td Bank N.A. | Wilmington | DE | 03/2021 | Present |
| Td Private Client Wealth Llc | Wilmington | DE | 04/2021 | Present |
My wife and I own a residential rental property which used to be our primary residence. I spend approx. 4 hours every three month to inspect, manage and hire professional help if needed. My hours spent are not during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-24 |
| S65 | Uniform Investment Adviser Law Examination | 2021-06-10 |
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