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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-22 |
| NY | RA | APPROVED | 2025-07-22 |
| CT | RA | APPROVED | 2025-04-10 |
Branch Locations
110 Hillside Ave, New Hyde Park, NY 11040 • 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 |
|---|---|---|---|---|
| Raymond Jams Financial Services, Inc. | New York | NY | 11/2015 | 12/2016 |
| Raymond James Financial Services Advisors Inc. | New York | NY | 11/2015 | 12/2016 |
| United Nations Federal Credit Union | New York | NY | 11/2015 | 12/2016 |
| Scottrade, Inc. | Staten Island | NY | 02/2017 | 09/2018 |
| Td Ameritrade, Inc. | Staten Island | NY | 02/2018 | 12/2022 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 12/2022 |
| Charles Schwab And Co., Inc. | Garden City | NY | 12/2022 | 03/2025 |
| Td Bank N.A. | New Hyde Park | NY | 03/2025 | Present |
| Td Private Client Wealth Llc | New Hyde Park | NY | 03/2025 | Present |
(1) ACDD Realty LLC; Investment Related: No; Address of Outside Business:30 Bridle Path North Sands Point NY 11050; Nature of Outside Business: Rental Property; Position: Partner / Member; Start Date:9/25/2017; Hours per month: 10-20; Hours per month during securities trading hours: No; Description of Duties: Identify properties for purchase Work with Contractors to renovate or to generate rental income from rental properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-16 |
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