Ethan James Kirk

Employer firm

Td Private Client Wealth LLC CRD 164484

$8.57B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 12/2018
  Unemployed
  Centennial, CO
• 01/2019 → 07/2021
  Modern Market Eatery
  Greenwood Village, CO
• 08/2021 → 12/2022
  Cu Leeds School Of Business
  Boulder, CO
• 01/2023 → 08/2023
  Hapa Sushi
  Greenwood Village, CO
• 09/2023 → 06/2024
  North American Language & Culture Assistants Prgrm
  Madrid
• 07/2024 → 10/2024
  Unemployed
  Centennial, CO
• 11/2024 → 05/2025
  Commonwealth Tavern
  Chicago, IL
• 06/2025 → 08/2025
  Unemployed
  Centennial, CO
• 09/2025 → 05/2026
  Charles Schwab & Co., Inc.
  Westlake, TX
• 06/2026 → Present
  Td Bank N.A.
  New York, NY
• 06/2026 → Present
  Td Private Client Wealth Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-17
• S63 Uniform Securities Agent State Law Examination
  2026-01-09