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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-14 |
| NY | RA | APPROVED | 2021-07-15 |
Branch Locations
767 5Th Ave 33Rd Fl [Y2-Rbo], New York, NY 10153 • United States
East Meadow, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Private Client Wealth Llc | New York | NY | 09/2013 | 07/2021 |
| Td Bank, N.A. | New York | NY | 09/2013 | 07/2021 |
| Wells Fargo Clearing Services, Llc | New York | NY | 07/2021 | Present |
RENTAL PROPERTY, INVT RELATED, EAST MEADOW, NY, 100% OWNERSHIP WITH SPOUSE, START DATE 11/1/2018, 1 HR PER MONTH, 0 HRS DURING TRADING, OWNER. RENTAL PROPERTY, INVT RELATED, EAST MEADOW, NY, 100% OWNERSHIP WITH SPOUSE, START DATE 2/26/2020, 1 HR PER MONTH, 0 HRS DURING TRADING, PROPERTY OWNER. RENTAL PROPERTY; INV. RELATED; LAWRENCEVILLE,NJ; 100% OWNERSHIP WITH SPOUSE; START DATE 10/07/2021; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; OWNER. DALIA'S HIDEOUT LLC; INV RELATED; LAKE ARIEL, PA; LLC;50% OWNERSHIP; START DATE: 10/17/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| RENTAL PROPERTY - 1753 ; INV RELATED;LAKE ARIEL,PA; RENTAL PROPERTY;50% OWNERSHIP; START DATE: 05/22/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-09 |
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