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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-12 |
| AR | RA | APPROVED | 2025-02-26 |
| IL | RA | APPROVED | 2025-02-26 |
| MD | RA | APPROVED | 2025-02-26 |
| MO | RA | APPROVED | 2025-02-26 |
| NV | RA | APPROVED | 2025-02-26 |
| GA | RA | APPROVED | 2024-01-09 |
| MA | RA | APPROVED | 2024-01-09 |
| FL | RA | APPROVED | 2024-01-05 |
| NM | RA | APPROVED | 2024-01-05 |
| UT | RA | APPROVED | 2024-01-05 |
| CA | RA | APPROVED | 2024-01-04 |
| CO | RA | APPROVED | 2024-01-04 |
| CT | RA | APPROVED | 2024-01-04 |
| IN | RA | APPROVED | 2024-01-04 |
| KS | RA | APPROVED | 2024-01-04 |
| ME | RA | APPROVED | 2024-01-04 |
| MI | RA | APPROVED | 2024-01-04 |
| MN | RA | APPROVED | 2024-01-04 |
| NH | RA | APPROVED | 2024-01-04 |
| NJ | RA | APPROVED | 2024-01-04 |
| NY | RA | APPROVED | 2024-01-04 |
| NC | RA | APPROVED | 2024-01-04 |
| OH | RA | APPROVED | 2024-01-04 |
| OK | RA | APPROVED | 2024-01-04 |
| OR | RA | APPROVED | 2024-01-04 |
| PA | RA | APPROVED | 2024-01-04 |
| RI | RA | APPROVED | 2024-01-04 |
| TX | RA | APPROVED | 2024-01-04 |
| VT | RA | APPROVED | 2024-01-04 |
| VA | RA | APPROVED | 2024-01-04 |
| WA | RA | APPROVED | 2024-01-04 |
| WI | RA | APPROVED | 2024-01-04 |
| SC | RA | APPROVED | 2023-12-05 |
Branch Locations
200 Carolina Point Parkway 4Th Floor, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Greenville | SC | 11/2021 | Present |
| Iron Hill Brewery | Greenville | SC | 06/2021 | 01/2022 |
| Td Bank N.A. | Greenville | SC | 12/2020 | 11/2021 |
| Td Bank N.A. | Greenville | SC | 05/2020 | 12/2020 |
| Td Bank N.A. | Greenville | SC | 01/2019 | 05/2020 |
| Alorica | Greenville | SC | 04/2018 | 01/2019 |
| Precision Valve | Travelers Rest | SC | 03/2016 | 04/2018 |
| Td Private Client Wealth Llc | Greenville | SC | 12/2021 | Present |
| Publix Supermarket | Greenville | SC | 04/2023 | 02/2025 |
| Dollar General | Simpsonville | SC | 10/2025 | 12/2025 |
| Target | Simpsonville | SC | 11/2025 | Present |
Target whether the business is investment-related; NO the address of the other business;694 Fairview Rd the nature of the other business; Retail your position; Seasonal Guest Advocate title, or relationship with the other business; Seasonal Guest Advocate the start date of your relationship; 11/18/2025 the approximate number of hours/month you devote to the other business; 30 hours a week the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; I will be ringing up customer orders on a cash register and assisting with bagging as well.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-04 |
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