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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-01 |
| DE | RA | APPROVED | 2025-07-07 |
| NC | RA | APPROVED | 2025-06-03 |
| SC | RA | APPROVED | 2025-06-03 |
| PA | RA | APPROVED | 2025-05-20 |
| NJ | RA | APPROVED | 2025-03-12 |
Branch Locations
225 Greentree Road, Marlton, NJ 08053 • 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 |
|---|---|---|---|---|
| Scottrade, Inc. | Marlton | NJ | 10/2009 | 09/2018 |
| Td Ameritrade, Inc. | Marlton | NJ | 02/2018 | 06/2024 |
| Td Ameritrade Investment Management, Llc | Marlton | NJ | 02/2018 | 09/2023 |
| Charles Schwab & Co., Inc. | Marlton | NJ | 12/2022 | 03/2025 |
| Charles Schwab Bank, Ssb | Marlton | NJ | 11/2023 | 03/2025 |
| Td Bank N.A. | Marlton | NJ | 03/2025 | Present |
| Td Private Client Wealth Llc | Marlton | NJ | 03/2025 | Present |
Name of Outside Business:Self Employed; Investment Related:No; Address of Outside Business:Hammonton, NJ; Nature of Outside Business:Rental Property; Position:Owner; Start Date:9/1/2015; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: Owner of property landlord Name: The Sports Box, Role: Part owner of LLC, Type: OTHER, Start Date: 06/01/2016, Investment Related?: No, Address: 46 Centennial Drive, Hammonton, NJ 08037, Number of Hours/Mo: 20, Duties: Part owner of LLC for a social media based sports talk podcast known as The Sports Box. My role is primarily on-air talent and off-air production support.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-15 |
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