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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-10-30 |
| AL | RA | APPROVED | 2024-12-23 |
| MA | RA | APPROVED | 2024-01-02 |
| OH | RA | APPROVED | 2023-12-21 |
| PA | RA | APPROVED | 2023-12-12 |
| IA | RA | APPROVED | 2023-12-08 |
| DE | RA | APPROVED | 2023-12-07 |
| CO | RA | APPROVED | 2023-12-05 |
| TX | RA | APPROVED_RES | 2023-12-04 |
| WA | RA | APPROVED | 2023-12-04 |
| NY | RA | APPROVED | 2023-10-27 |
| MD | RA | APPROVED | 2017-10-16 |
| FL | RA | APPROVED | 2017-10-09 |
| SC | RA | APPROVED | 2017-10-04 |
| ME | RA | APPROVED | 2017-10-03 |
| VA | RA | APPROVED | 2017-10-03 |
| WI | RA | APPROVED | 2017-10-03 |
| CA | RA | APPROVED | 2017-10-02 |
| NJ | RA | APPROVED | 2016-09-20 |
Branch Locations
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank, N.A. | Philadelphia | PA | 07/2016 | 05/2023 |
| Td Private Client Wealth Llc | Marlton | NJ | 07/2016 | Present |
| Td Bank N.A. | Marlton | NJ | 05/2023 | 03/2025 |
| Td Bank N.A. | Marlton | NJ | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-02 |
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