Patrick Owen Mcglashan

Current Employers

Td Private Client Wealth Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-10-08
CA	RA	APPROVED	2025-10-07
DE	RA	APPROVED	2025-02-19
FL	RA	APPROVED	2025-02-19
NY	RA	APPROVED	2025-02-18
PA	RA	APPROVED	2021-03-10
NJ	RA	APPROVED	2020-11-04

TX RA
APPROVED_RES

Since 2025-10-08
CA RA
APPROVED

Since 2025-10-07
DE RA
APPROVED

Since 2025-02-19
FL RA
APPROVED

Since 2025-02-19
NY RA
APPROVED

Since 2025-02-18
PA RA
APPROVED

Since 2021-03-10
NJ RA
APPROVED

Since 2020-11-04

Branch Locations

89 W Front Street, Redbank, NJ 07701 • United States

255 Nassau Street 1St Floor, Princeton, NJ 08540 • United States

Disclosures

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.

Regulatory action No
Criminal Yes
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 Private Client Wealth Llc	Marlton	NJ	11/2020	Present
Safe Money Resource	Cherryhill	NJ	07/2010	07/2016
Td Bank N.A.	Cherryhill	NJ	01/2017	11/2020
Unemployed	Cherryhill	NJ	07/2016	01/2017
Td Private Client Wealth Llc	Cherry Hill	NJ	05/2020	Present

11/2020 → Present

Td Private Client Wealth Llc

Marlton, NJ
07/2010 → 07/2016

Safe Money Resource

Cherryhill, NJ
01/2017 → 11/2020

Td Bank N.A.

Cherryhill, NJ
07/2016 → 01/2017

Unemployed

Cherryhill, NJ
05/2020 → Present

Td Private Client Wealth Llc

Cherry Hill, NJ

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2025-09-26
S65	Uniform Investment Adviser Law Examination	2020-11-03

S63 Uniform Securities Agent State Law Examination

2025-09-26
S65 Uniform Investment Adviser Law Examination

2020-11-03

Other Names