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Current Employers
Td Private Client Wealth Llc

1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-06-09
OH RA APPROVED 2025-06-03
FL RA APPROVED 2025-05-29
NJ RA APPROVED 2025-05-29
CA RA APPROVED 2025-05-28
IL RA APPROVED 2025-05-28
MD RA APPROVED 2025-05-28
MI RA APPROVED 2025-05-28
NH RA APPROVED 2025-05-28
NY RA APPROVED 2025-05-28
NC RA APPROVED 2025-05-28
PA RA APPROVED 2025-05-28
VA RA APPROVED 2025-05-28
KY RA APPROVED 2024-04-08
SC RA APPROVED 2024-01-26
  • AZ RA
    APPROVED
    Since 2025-06-09
  • OH RA
    APPROVED
    Since 2025-06-03
  • FL RA
    APPROVED
    Since 2025-05-29
  • NJ RA
    APPROVED
    Since 2025-05-29
  • CA RA
    APPROVED
    Since 2025-05-28
  • IL RA
    APPROVED
    Since 2025-05-28
  • MD RA
    APPROVED
    Since 2025-05-28
  • MI RA
    APPROVED
    Since 2025-05-28
  • NH RA
    APPROVED
    Since 2025-05-28
  • NY RA
    APPROVED
    Since 2025-05-28
  • NC RA
    APPROVED
    Since 2025-05-28
  • PA RA
    APPROVED
    Since 2025-05-28
  • VA RA
    APPROVED
    Since 2025-05-28
  • KY RA
    APPROVED
    Since 2024-04-08
  • SC RA
    APPROVED
    Since 2024-01-26

Branch Locations

200 Carolina Point Parkway 4Th Floor, Greenville, SC 29607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Bank N.A. Greenville SC 11/2021 Present
Truist Greer SC 02/2021 10/2021
Wells Fargo Taylors SC 06/2014 02/2021
Td Private Client Wealth Llc Greenville SC 11/2021 Present
  • 11/2021 → Present
    Td Bank N.A.
    Greenville, SC
  • 02/2021 → 10/2021
    Truist
    Greer, SC
  • 06/2014 → 02/2021
    Wells Fargo
    Taylors, SC
  • 11/2021 → Present
    Greenville, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-30
  • S66 Uniform Combined State Law Examination
    2023-10-30
Other Names
  • Jessica Lynn Mcabee
  • Jessica Jimenez

View on SEC IAPD

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