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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-06-24 |
| MA | RA | APPROVED | 2026-04-16 |
| ME | RA | APPROVED | 2025-07-09 |
| FL | RA | APPROVED | 2025-04-25 |
| PA | RA | APPROVED | 2024-02-26 |
| TX | RA | APPROVED_RES | 2024-01-03 |
| NJ | RA | APPROVED | 2020-06-23 |
Branch Locations
357 Kings Highway N 2Nd Floor, Cherry Hill, NJ 08034 • United States
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank | Haddon Township | NJ | 07/2014 | Present |
| Td Private Client Wealth Llc | Haddon Township | NJ | 06/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-30 |
| S65 | Uniform Investment Adviser Law Examination | 2020-06-19 |
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