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Amos Paul

Td Private Client Wealth LLC

Newtown Square, PA

Exton, PA

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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
DE RA APPROVED 2026-07-10
PA RA APPROVED 2023-03-30
  • DE RA
    APPROVED
    Since 2026-07-10
  • PA RA
    APPROVED
    Since 2023-03-30

Branch Locations

3609 Winding Way, Newtown Square, PA 19073 • United States

100 Iron Lake Blvd, Exton, PA 19341 • 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 N.A. Havertown PA 07/2014 03/2023
Td Bank N.A. Media PA 03/2023 Present
Td Private Client Wealth Llc Media PA 03/2023 Present
  • 07/2014 → 03/2023
    Td Bank N.A.
    Havertown, PA
  • 03/2023 → Present
    Td Bank N.A.
    Media, PA
  • 03/2023 → Present
    Td Private Client Wealth Llc
    Media, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-07-21
S65 Uniform Investment Adviser Law Examination 2022-12-22
  • S63 Uniform Securities Agent State Law Examination
    2025-07-21
  • S65 Uniform Investment Adviser Law Examination
    2022-12-22

View on SEC IAPD

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