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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-12-07 |
| MN | RA | APPROVED | 2021-11-03 |
| OH | RA | APPROVED | 2021-10-27 |
| RI | RA | APPROVED | 2021-10-26 |
| CT | RA | APPROVED | 2021-10-25 |
| NJ | RA | APPROVED | 2021-10-25 |
| PA | RA | APPROVED | 2021-10-25 |
| VT | RA | APPROVED | 2021-10-25 |
| NY | RA | APPROVED | 2021-10-24 |
| CA | RA | APPROVED | 2021-09-13 |
| MA | RA | APPROVED | 2020-08-03 |
| ME | RA | APPROVED | 2018-12-07 |
| AZ | RA | APPROVED | 2018-10-23 |
| NH | RA | APPROVED | 2018-10-23 |
| IL | RA | APPROVED | 2018-10-19 |
| TX | RA | APPROVED | 2018-05-18 |
| CO | RA | APPROVED | 2018-01-31 |
| VA | RA | APPROVED | 2017-01-19 |
| DC | RA | APPROVED | 2017-01-18 |
| GA | RA | APPROVED | 2017-01-17 |
| FL | RA | APPROVED | 2017-01-10 |
| DE | RA | APPROVED | 2017-01-09 |
| MD | RA | APPROVED | 2017-01-09 |
| NC | RA | APPROVED | 2017-01-09 |
| SC | RA | APPROVED | 2017-01-09 |
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 |
|---|---|---|---|---|
| Suntrust Bank | Washington | DC | 07/2010 | 09/2016 |
| Suntrust Investment Services, Inc | Atlanta | GA | 11/2013 | 09/2016 |
| Td Private Client Wealth Llc | Vienna | VA | 10/2016 | Present |
| Td Bank N.A. | Vienna | VA | 10/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-01 |
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