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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-12-10 |
| NY | RA | APPROVED | 2025-12-09 |
| PA | RA | APPROVED | 2025-12-09 |
| FL | RA | APPROVED | 2025-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank | Orlando | FL | 09/2022 | 06/2025 |
| Trustco Bank | Orlando | FL | 07/2019 | 11/2022 |
| Wfg Transamerica | Orlando | FL | 03/2017 | 07/2019 |
| Ocps Timberlake Elementary School | Orlando | FL | 08/2016 | 03/2017 |
| Td Bank, N.A. | Orlando | FL | 06/2025 | Present |
| Td Private Client Wealth Llc | Orlando | FL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-07-24 |
| S65 | Uniform Investment Adviser Law Examination | 2024-01-29 |
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