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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2022-06-09 |
| AZ | RA | APPROVED | 2021-08-30 |
| VA | RA | APPROVED | 2021-08-26 |
| ND | RA | APPROVED | 2021-08-23 |
| RI | RA | APPROVED | 2021-08-23 |
| WY | RA | APPROVED | 2021-08-23 |
| MA | RA | APPROVED | 2021-08-19 |
| NH | RA | APPROVED | 2021-08-18 |
| SD | RA | APPROVED | 2021-08-18 |
| IL | RA | APPROVED | 2021-08-17 |
| NV | RA | APPROVED | 2021-08-17 |
| WV | RA | APPROVED | 2021-08-17 |
| AK | RA | APPROVED | 2021-08-16 |
| LA | RA | APPROVED | 2021-08-16 |
| MS | RA | APPROVED | 2021-08-16 |
| KS | RA | APPROVED | 2021-08-13 |
| KY | RA | APPROVED | 2021-08-13 |
| MI | RA | APPROVED | 2021-08-13 |
| NC | RA | APPROVED | 2021-08-13 |
| AR | RA | APPROVED | 2021-08-12 |
| CO | RA | APPROVED | 2021-08-12 |
| CT | RA | APPROVED | 2021-08-12 |
| DE | RA | APPROVED | 2021-08-12 |
| FL | RA | APPROVED | 2021-08-12 |
| GA | RA | APPROVED | 2021-08-12 |
| HI | RA | APPROVED | 2021-08-12 |
| ID | RA | APPROVED | 2021-08-12 |
| ME | RA | APPROVED | 2021-08-12 |
| MD | RA | APPROVED | 2021-08-12 |
| MN | RA | APPROVED | 2021-08-12 |
| MT | RA | APPROVED | 2021-08-12 |
| NE | RA | APPROVED | 2021-08-12 |
| NJ | RA | APPROVED | 2021-08-12 |
| NM | RA | APPROVED | 2021-08-12 |
| NY | RA | APPROVED | 2021-08-12 |
| OK | RA | APPROVED | 2021-08-12 |
| PA | RA | APPROVED | 2021-08-12 |
| SC | RA | APPROVED | 2021-08-12 |
| UT | RA | APPROVED | 2021-08-12 |
| AL | RA | APPROVED | 2021-08-11 |
| CA | RA | APPROVED | 2021-08-11 |
| IN | RA | APPROVED | 2021-08-11 |
| IA | RA | APPROVED | 2021-08-11 |
| MO | RA | APPROVED | 2021-08-11 |
| OH | RA | APPROVED | 2021-08-11 |
| OR | RA | APPROVED | 2021-08-11 |
| VT | RA | APPROVED | 2021-08-11 |
| WA | RA | APPROVED | 2021-08-11 |
| WI | RA | APPROVED | 2021-08-11 |
| TX | RA | APPROVED | 2021-08-03 |
Branch Locations
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
100 Iron Lake Blvd, Exton, PA 19341 • United States
Downingtown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Mckinney | TX | 01/2016 | 12/2016 |
| Capital One Investing, Llc | Plano | TX | 12/2016 | 02/2019 |
| Unemployed | Dallas | TX | 02/2019 | 02/2019 |
| Hilltop Securities | Dallas | TX | 02/2019 | 06/2021 |
| Td Bank N.A. | Exton | PA | 07/2021 | Present |
| Td Private Client Wealth Llc | Exton | PA | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-19 |
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