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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-11 |
| FL | RA | APPROVED | 2025-01-02 |
| NJ | RA | APPROVED | 2025-01-02 |
| PA | RA | APPROVED | 2024-11-15 |
| NY | RA | APPROVED | 2024-11-14 |
Branch Locations
3450 Clark Road, Sarasota, FL 34231 • United States
9715 Gate Parkway North, Jacksonville, FL 32246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc | Ponte Vedra | FL | 03/2015 | 02/2022 |
| Td Bank N.A. | Jacksonville | FL | 01/2023 | Present |
| Not Employed | Jacksonville | FL | 02/2022 | 01/2023 |
| Td Private Client Wealth Llc | Jacksonville | FL | 01/2023 | Present |
Name of Outside Business:Rental Property's; Investment Related:No; Address of Outside Business:Alachua, FL; Nature of Outside Business:Rental Property; Position:Owner; Start Date:2/2/2013; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: Collect Rent, Communicate with Tenants to keep properties up to par.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-29 |
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