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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-11 |
| CA | RA | APPROVED | 2026-02-10 |
| NJ | RA | APPROVED | 2025-01-30 |
| FL | RA | APPROVED | 2025-01-01 |
| SC | RA | APPROVED | 2025-01-01 |
| ME | RA | APPROVED | 2022-06-16 |
| GA | RA | APPROVED | 2022-05-13 |
| NC | RA | APPROVED | 2021-06-15 |
Branch Locations
200 Carolina Point Parkway 4Th Floor, Greenville, SC 29607 • United States
200 S Pendleton Street, Easley , SC 29640 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Greenville | SC | 05/2014 | 04/2021 |
| Td Bank N.A. | Greenville | SC | 04/2021 | Present |
| Td Private Client Wealth Llc | Greenville | SC | 04/2021 | Present |
-TACE LP -Real Estate Investment; -505 Mockingbird Ln Spartanburg, SC 29307 -Holds Real Estate -Partner, 31.66% share in company -Start Date: 12/27/2000 -No hours devoted to business -No hours devoted to business during securities trading hours -The only duty I hold is to be a partner of business. Nothing else is required.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-08 |
| S65 | Uniform Investment Adviser Law Examination | 2021-05-07 |
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