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John Merendino

Td Private Client Wealth LLC

West Palm Beach, FL

Sarasota, FL

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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
FL RA APPROVED 2026-01-15
  • FL RA
    APPROVED
    Since 2026-01-15

Branch Locations

2130 Centrepark West Drive, West Palm Beach, FL 33409 • United States

3450 Clark Road, Sarasota, FL 34231 • 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
Capital One Commack NY 01/2016 10/2016
Infinex Investments, Inc Meriden CT 11/2016 12/2017
Flushing Bank New Hyde Park NY 11/2016 12/2017
Cetera Investment Advisers Llc New Hyde Park NY 12/2017 01/2020
Cetera Investment Services Llc St.CLoud MN 12/2017 01/2020
Cuna Brokerage Services, Inc. Waverly IA 01/2020 08/2020
Cuna Mutual Group Waverly IA 01/2020 08/2020
Pnc Investments Port St Lucie FL 08/2020 09/2023
Wells Fargo Clearing Services, Llc Boca Raton FL 09/2023 01/2026
Td Bank N.A. West Palm Beach FL 01/2026 Present
Td Private Client Wealth Llc West Palm Beach FL 01/2026 Present
  • 01/2016 → 10/2016
    Capital One
    Commack, NY
  • 11/2016 → 12/2017
    Infinex Investments, Inc
    Meriden, CT
  • 11/2016 → 12/2017
    Flushing Bank
    New Hyde Park, NY
  • 12/2017 → 01/2020
    Cetera Investment Advisers Llc
    New Hyde Park, NY
  • 12/2017 → 01/2020
    Cetera Investment Services Llc
    St.CLoud, MN
  • 01/2020 → 08/2020
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 01/2020 → 08/2020
    Cuna Mutual Group
    Waverly, IA
  • 08/2020 → 09/2023
    Pnc Investments
    Port St Lucie, FL
  • 09/2023 → 01/2026
    Wells Fargo Clearing Services, Llc
    Boca Raton, FL
  • 01/2026 → Present
    Td Bank N.A.
    West Palm Beach, FL
  • 01/2026 → Present
    Td Private Client Wealth Llc
    West Palm Beach, FL
Previous Registrations
  • 2023-10-16 → 2026-01-13
    Wells Fargo Clearing Services, Llc
    Stuart, FL
    Hobe Sound, FL
    Boca Raton, FL
  • 2020-09-01 → 2023-10-02
    Pnc Wealth Management Llc
    Port St. Lucie, FL
    Port St. Lucie, FL
    Port St. Lucie, FL
    Port St. Lucie, FL
    Vero Beach, FL
    Fort Pierce, FL
  • 2020-02-21 → 2020-08-25
    Cuna Brokerage Services, Inc.
    Fort Pierce, FL
    Waverly, IA
    Fort Pierce, FL
    Stuart, FL
    Sebastian, FL
  • 2017-12-04 → 2020-01-03
    Cetera Investment Advisers Llc
    New Hyde Park, NY
  • 2017-01-23 → 2017-12-07
    Osaic Institutions, Inc.
    Uniondale, NY
    New Hyde Park, NY
    Brooklyn, NY
  • 2016-02-29 → 2016-11-01
    Capital One Advisors, Llc
    Commack, NY
    Mclean, VA
  • 2014-06-11 → 2015-09-30
    Lpl Financial Llc
    Vero Beach, FL
    Vero Beach, FL
    Sebastian, FL
    Vero Beach, FL
    Cocoa Beach, FL
    Indian Harbour Beach, FL
    Patrick Air Force, FL
  • 2005-12-21 → 2014-04-25
    Essex National Securities, Llc
    Brooklyn, NY
    Bayside, NY
    Garden City, NY
    Flushing, NY
    Flushing, NY
    Flushing, NY
    Auburndale, NY
    New Hyde Park, NY
    Bayside, NY
    New York, NY
    Brooklyn, NY
    Astoria, NY
    Flushing, NY
    Brooklyn, NY
    Forest Hills, NY
    Williamsburg, NY
    Napa, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-12-12
S63 Uniform Securities Agent State Law Examination 1996-04-08
  • S65 Uniform Investment Adviser Law Examination
    2005-12-12
  • S63 Uniform Securities Agent State Law Examination
    1996-04-08
Other Names
  • John Merendino

View on SEC IAPD

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Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

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