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Lisa Jill Nelson

Td Private Client Wealth LLC

Greenville, SC

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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
SC RA APPROVED 2021-11-16
  • SC RA
    APPROVED
    Since 2021-11-16

Branch Locations

200 Carolina Point Parkway 4Th Floor, Greenville, SC 29607 • 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 Private Client Wealth Llc Greenville SC 09/2018 Present
M&T Bank Buffalo NY 08/1993 03/2017
Unemployed Buffalo NY 04/2017 05/2017
Td Bank Greenville SC 06/2017 06/2023
Td Bank N.A. Greenville SC 06/2023 Present
  • 09/2018 → Present
    Td Private Client Wealth Llc
    Greenville, SC
  • 08/1993 → 03/2017
    M&T Bank
    Buffalo, NY
  • 04/2017 → 05/2017
    Unemployed
    Buffalo, NY
  • 06/2017 → 06/2023
    Td Bank
    Greenville, SC
  • 06/2023 → Present
    Td Bank N.A.
    Greenville, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-12
  • S66 Uniform Combined State Law Examination
    2021-11-12

View on SEC IAPD

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