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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-27 |
| NJ | RA | APPROVED | 2026-07-27 |
| CT | RA | APPROVED | 2026-07-17 |
| NY | RA | APPROVED | 2026-07-17 |
| FL | RA | APPROVED | 2026-06-26 |
Branch Locations
2130 Centrepark West Drive, West Palm Beach, FL 33409 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Port Saint Lucie | FL | 03/2020 | 03/2023 |
| Pnc Bank | Port Saint Lucie | FL | 03/2012 | 03/2020 |
| Td Bank N.A. | Jupiter | FL | 03/2023 | 05/2023 |
| Td Private Client Wealth Llc | Jupiter | FL | 03/2023 | 05/2023 |
| Td Bank N.A. | Jupiter | FL | 05/2023 | 02/2025 |
| Td Bank N.A. | Port Saint Lucie | FL | 02/2025 | 05/2026 |
| Td Bank N.A. | Port Saint Lucie | FL | 05/2026 | Present |
| Td Private Client Wealth Llc | Port Saint Lucie | FL | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-28 |
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