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Curtis Lamont Davis

Td Private Client Wealth LLC

Greenville, SC

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Current Employers
Td Private Client Wealth Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-07-29
  • SC RA
    APPROVED
    Since 2026-07-29

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
OrganizationCityStateFromTo
Onemain Financial Greenville SC 12/2007 05/2026
Td Bank Greenville SC 06/2026 Present
  • 12/2007 → 05/2026
    Onemain Financial
    Greenville, SC
  • 06/2026 → Present
    Td Bank
    Greenville, SC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-10-15
S65 Uniform Investment Adviser Law Examination 2025-07-19
  • S63 Uniform Securities Agent State Law Examination
    2025-10-15
  • S65 Uniform Investment Adviser Law Examination
    2025-07-19

View on SEC IAPD

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