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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-05 |
| KS | RA | APPROVED | 2024-07-19 |
| MO | RA | APPROVED | 2024-07-19 |
| AZ | RA | APPROVED | 2024-02-07 |
| NH | RA | APPROVED | 2024-01-19 |
| NV | RA | APPROVED | 2022-09-22 |
| CO | RA | APPROVED | 2022-04-11 |
| CA | RA | APPROVED | 2016-09-28 |
| NJ | RA | APPROVED | 2013-05-24 |
| MA | RA | APPROVED | 2013-05-13 |
| ME | RA | APPROVED | 2013-05-09 |
| MD | RA | APPROVED | 2013-05-08 |
| CT | RA | APPROVED | 2013-05-03 |
| FL | RA | APPROVED | 2013-05-02 |
| PA | RA | APPROVED | 2013-04-25 |
| DE | RA | APPROVED | 2013-04-24 |
| NC | RA | APPROVED | 2013-04-24 |
| RI | RA | APPROVED | 2013-04-24 |
| SC | RA | APPROVED | 2013-04-24 |
| VT | RA | APPROVED | 2013-04-24 |
| GA | RA | APPROVED | 2013-04-23 |
| VA | RA | APPROVED | 2013-04-23 |
Branch Locations
9715 Gate Parkway North, Jacksonville, FL 32246 • United States
3450 Clark Road, Sarasota, FL 34231 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Private Client Wealth Llc | Jacksonville | FL | 10/2012 | Present |
| Td Bank, N.A. | Jacksonville | FL | 10/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-28 |
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