Cody Allen Morris

Td Private Client Wealth LLC

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Current Employers

Td Private Client Wealth Llc

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2024-09-11
UT	RA	APPROVED	2024-08-22
AR	RA	APPROVED	2024-08-21
CA	RA	APPROVED	2024-08-21
CO	RA	APPROVED	2024-08-21
HI	RA	APPROVED	2024-08-21
IL	RA	APPROVED	2024-08-21
IN	RA	APPROVED	2024-08-21
IA	RA	APPROVED	2024-08-21
MI	RA	APPROVED	2024-08-21
MN	RA	APPROVED	2024-08-21
MO	RA	APPROVED	2024-08-21
MT	RA	APPROVED	2024-08-21
OH	RA	APPROVED	2024-08-21
OK	RA	APPROVED	2024-08-21
WA	RA	APPROVED	2024-08-21
MA	RA	APPROVED	2024-07-03
FL	RA	APPROVED	2024-04-19
VT	RA	APPROVED	2024-04-19
CT	RA	APPROVED	2024-04-18
DE	RA	APPROVED	2024-04-18
ME	RA	APPROVED	2024-04-18
MD	RA	APPROVED	2024-04-18
NH	RA	APPROVED	2024-04-18
NJ	RA	APPROVED	2024-04-18
NY	RA	APPROVED	2024-04-18
PA	RA	APPROVED	2024-04-18
RI	RA	APPROVED	2024-04-18
VA	RA	APPROVED	2024-04-18
NC	RA	APPROVED	2024-01-26
SC	RA	APPROVED	2024-01-26

AZ RA
APPROVED

Since 2024-09-11
UT RA
APPROVED

Since 2024-08-22
AR RA
APPROVED

Since 2024-08-21
CA RA
APPROVED

Since 2024-08-21
CO RA
APPROVED

Since 2024-08-21
HI RA
APPROVED

Since 2024-08-21
IL RA
APPROVED

Since 2024-08-21
IN RA
APPROVED

Since 2024-08-21
IA RA
APPROVED

Since 2024-08-21
MI RA
APPROVED

Since 2024-08-21
MN RA
APPROVED

Since 2024-08-21
MO RA
APPROVED

Since 2024-08-21
MT RA
APPROVED

Since 2024-08-21
OH RA
APPROVED

Since 2024-08-21
OK RA
APPROVED

Since 2024-08-21
WA RA
APPROVED

Since 2024-08-21
MA RA
APPROVED

Since 2024-07-03
FL RA
APPROVED

Since 2024-04-19
VT RA
APPROVED

Since 2024-04-19
CT RA
APPROVED

Since 2024-04-18
DE RA
APPROVED

Since 2024-04-18
ME RA
APPROVED

Since 2024-04-18
MD RA
APPROVED

Since 2024-04-18
NH RA
APPROVED

Since 2024-04-18
NJ RA
APPROVED

Since 2024-04-18
NY RA
APPROVED

Since 2024-04-18
PA RA
APPROVED

Since 2024-04-18
RI RA
APPROVED

Since 2024-04-18
VA RA
APPROVED

Since 2024-04-18
NC RA
APPROVED

Since 2024-01-26
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

Organization	City	State	From	To
Td Bank N.A.	Greenville	SC	10/2019	10/2022
Palmetto Real Estate Group, Llc	Spartanburg	SC	06/2017	10/2019
Ingles Markets	Inman	SC	09/2015	10/2017
Td Private Client Wealth Llc	Greenville	SC	10/2022	Present
Td Bank N.A.	Greenville	SC	10/2022	Present

10/2019 → 10/2022

Td Bank N.A.

Greenville, SC
06/2017 → 10/2019

Palmetto Real Estate Group, Llc

Spartanburg, SC
09/2015 → 10/2017

Ingles Markets

Inman, SC
10/2022 → Present

Td Private Client Wealth Llc

Greenville, SC
10/2022 → Present

Td Bank N.A.

Greenville, SC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-01-08

S66 Uniform Combined State Law Examination

2024-01-08

Other Names

Cody Morris

View on SEC IAPD

More in Greenville, SC

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