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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-08 |
| DE | RA | APPROVED | 2025-09-22 |
| NY | RA | APPROVED | 2025-08-06 |
| AZ | RA | APPROVED | 2025-06-27 |
| PA | RA | APPROVED | 2023-03-09 |
Branch Locations
100 Iron Lake Blvd, Exton, PA 19341 • United States
401 Lancaster Avenue, Haverford, PA 19041 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 01/2016 | 09/2020 |
| Santander Securities, Llc | Dorchester | MA | 01/2016 | 09/2020 |
| Chancellor Financial Group W.B. Lp | Ardmore | PA | 04/2021 | 09/2022 |
| Unemployed | Ardmore | PA | 10/2020 | 03/2021 |
| Unemployed | Ardmore | PA | 09/2022 | 03/2023 |
| Td Bank N.A. | Haverford | PA | 03/2023 | Present |
| Td Private Client Wealth Llc | Haverford | PA | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-13 |
| S65 | Uniform Investment Adviser Law Examination | 2004-09-08 |
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