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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-01-09 |
| PA | RA | APPROVED | 2022-03-07 |
| VT | RA | APPROVED | 2022-03-04 |
| NY | RA | APPROVED | 2021-08-05 |
| CA | RA | APPROVED | 2019-10-01 |
| MA | RA | APPROVED | 2019-06-21 |
| MD | RA | APPROVED | 2019-06-06 |
| FL | RA | APPROVED | 2019-05-13 |
| NJ | RA | APPROVED | 2019-04-29 |
| CT | RA | APPROVED | 2019-04-25 |
Branch Locations
324 So. Service Road, Melville, NY 11747 • United States
1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank N.A. | New York | NY | 04/2012 | 04/2019 |
| Td Bank N.A. | Melville | NY | 04/2019 | Present |
| Td Private Client Wealth Llc | Melville | NY | 04/2019 | Present |
the name of the other business: real estate - No entity formed whether the business is investment-related; No the nature of the other business; Single family house your position: Landlord the start date of your relationship; 11/2020 the approximate number of hours/month you devote to the other business; 0 the number of hours you devote to the other business during securities trading hours;0 and briefly describe your duties relating to the other business; No other duties performed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-13 |
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