Best Investors Account Sign in
Current Employers
Td Private Client Wealth Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-08-25
NJ RA APPROVED 2026-07-27
FL RA APPROVED 2026-07-20
DE RA APPROVED 2026-07-17
NY RA APPROVED 2026-07-17
PA RA APPROVED 2026-07-17
  • AZ RA
    APPROVED
    Since 2026-08-25
  • NJ RA
    APPROVED
    Since 2026-07-27
  • FL RA
    APPROVED
    Since 2026-07-20
  • DE RA
    APPROVED
    Since 2026-07-17
  • NY RA
    APPROVED
    Since 2026-07-17
  • PA RA
    APPROVED
    Since 2026-07-17

Branch Locations

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

101 Parker Road, West Long Branch, NJ 07764 • 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
OrganizationCityStateFromTo
Td Bank Na Mount Laurel NJ 09/2021 05/2026
Saker Shoprite Holmdel NJ 05/2020 08/2021
Unemployed Toms River NJ 01/2020 05/2020
The Kegroom New York City NY 10/2019 12/2019
Compass Group Los Angeles NJ 11/2008 12/2019
Td Bank N.A. Mt. Laurel NJ 05/2026 Present
Td Private Client Wealth Llc Mt. Laurel NJ 05/2026 Present
  • 09/2021 → 05/2026
    Td Bank Na
    Mount Laurel, NJ
  • 05/2020 → 08/2021
    Saker Shoprite
    Holmdel, NJ
  • 01/2020 → 05/2020
    Unemployed
    Toms River, NJ
  • 10/2019 → 12/2019
    The Kegroom
    New York City, NY
  • 11/2008 → 12/2019
    Compass Group
    Los Angeles, NJ
  • 05/2026 → Present
    Td Bank N.A.
    Mt. Laurel, NJ
  • 05/2026 → Present
    Mt. Laurel, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-15
  • S66 Uniform Combined State Law Examination
    2026-07-15

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Princeton, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor