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Yazan Atra

Td Private Client Wealth LLC

Greenville, SC

Vienna, VA

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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
NV RA APPROVED 2026-04-28
FL RA APPROVED 2024-03-12
MD RA APPROVED 2024-03-12
SC RA APPROVED 2024-03-12
VT RA APPROVED 2024-03-12
RI RA APPROVED 2022-07-05
MA RA APPROVED 2022-01-25
GA RA APPROVED 2021-09-23
NJ RA APPROVED 2021-09-23
CT RA APPROVED 2021-09-22
DE RA APPROVED 2021-09-22
ME RA APPROVED 2021-09-22
NH RA APPROVED 2021-09-22
NY RA APPROVED 2021-09-22
NC RA APPROVED 2021-09-22
PA RA APPROVED 2021-09-22
VA RA APPROVED 2021-09-22
  • NV RA
    APPROVED
    Since 2026-04-28
  • FL RA
    APPROVED
    Since 2024-03-12
  • MD RA
    APPROVED
    Since 2024-03-12
  • SC RA
    APPROVED
    Since 2024-03-12
  • VT RA
    APPROVED
    Since 2024-03-12
  • RI RA
    APPROVED
    Since 2022-07-05
  • MA RA
    APPROVED
    Since 2022-01-25
  • GA RA
    APPROVED
    Since 2021-09-23
  • NJ RA
    APPROVED
    Since 2021-09-23
  • CT RA
    APPROVED
    Since 2021-09-22
  • DE RA
    APPROVED
    Since 2021-09-22
  • ME RA
    APPROVED
    Since 2021-09-22
  • NH RA
    APPROVED
    Since 2021-09-22
  • NY RA
    APPROVED
    Since 2021-09-22
  • NC RA
    APPROVED
    Since 2021-09-22
  • PA RA
    APPROVED
    Since 2021-09-22
  • VA RA
    APPROVED
    Since 2021-09-22

Branch Locations

200 Carolina Point Parkway 4Th Floor, Greenville, SC 29607 • United States

1919 Gallows Road 2Nd Floor, Vienna, VA 22182 • 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. Greenville SC 06/2021 Present
Wells Fargo Bank Grenville SC 02/2019 06/2021
Concentrix Corporation Greenville SC 11/2016 08/2018
Yaz Motors Llc Greenville SC 08/2018 01/2019
Yaz Motors Llc Greenville SC 04/2011 11/2018
Td Private Client Wealth Llc Greenville SC 06/2021 Present
  • 06/2021 → Present
    Td Bank N.A.
    Greenville, SC
  • 02/2019 → 06/2021
    Wells Fargo Bank
    Grenville, SC
  • 11/2016 → 08/2018
    Concentrix Corporation
    Greenville, SC
  • 08/2018 → 01/2019
    Yaz Motors Llc
    Greenville, SC
  • 04/2011 → 11/2018
    Yaz Motors Llc
    Greenville, SC
  • 06/2021 → Present
    Td Private Client Wealth Llc
    Greenville, SC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-12-22
S65 Uniform Investment Adviser Law Examination 2021-07-28
  • S63 Uniform Securities Agent State Law Examination
    2025-12-22
  • S65 Uniform Investment Adviser Law Examination
    2021-07-28

View on SEC IAPD

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