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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
AZ RA APPROVED 2025-02-21
FL RA APPROVED 2025-02-04
CO RA APPROVED 2025-02-03
CT RA APPROVED 2025-02-03
DE RA APPROVED 2025-02-03
MD RA APPROVED 2025-02-03
MI RA APPROVED 2025-02-03
NY RA APPROVED 2025-02-03
NC RA APPROVED 2025-02-03
OH RA APPROVED 2025-02-03
PA RA APPROVED 2025-02-03
RI RA APPROVED 2025-02-03
VA RA APPROVED 2025-02-03
NJ RA APPROVED 2024-08-07
  • AZ RA
    APPROVED
    Since 2025-02-21
  • FL RA
    APPROVED
    Since 2025-02-04
  • CO RA
    APPROVED
    Since 2025-02-03
  • CT RA
    APPROVED
    Since 2025-02-03
  • DE RA
    APPROVED
    Since 2025-02-03
  • MD RA
    APPROVED
    Since 2025-02-03
  • MI RA
    APPROVED
    Since 2025-02-03
  • NY RA
    APPROVED
    Since 2025-02-03
  • NC RA
    APPROVED
    Since 2025-02-03
  • OH RA
    APPROVED
    Since 2025-02-03
  • PA RA
    APPROVED
    Since 2025-02-03
  • RI RA
    APPROVED
    Since 2025-02-03
  • VA RA
    APPROVED
    Since 2025-02-03
  • NJ RA
    APPROVED
    Since 2024-08-07

Branch Locations

336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States

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
J.P. Morgan Securities Llc Greenvale NY 07/2023 02/2024
Jpmorgan Chase Bank, N.A. Greenvale NY 07/2023 02/2024
Jp Morgan Greenvale NY 06/2022 08/2022
Nyu Stern New York NY 09/2019 05/2023
Unemployed Moorestown NJ 06/2023 06/2023
Unemployed Moorestown NJ 07/2013 08/2019
Questa Technology Inc. Lumberton NJ 01/2021 12/2021
Questa Technology Inc. Lumberton NJ 03/2022 05/2022
Questa Technology Inc. Lumberton NJ 08/2022 12/2022
Unemployed New York NY 06/2024 07/2024
Td Private Client Wealth Llc Marlton NJ 08/2024 Present
Td Bank N.A. Marlton NJ 08/2024 Present
Questa Technology Inc. Lumberton NJ 05/2025 Present
Questa Technology Inc. Lumberton NJ 03/2024 05/2024
  • 07/2023 → 02/2024
    Greenvale, NY
  • 07/2023 → 02/2024
    Jpmorgan Chase Bank, N.A.
    Greenvale, NY
  • 06/2022 → 08/2022
    Jp Morgan
    Greenvale, NY
  • 09/2019 → 05/2023
    Nyu Stern
    New York, NY
  • 06/2023 → 06/2023
    Unemployed
    Moorestown, NJ
  • 07/2013 → 08/2019
    Unemployed
    Moorestown, NJ
  • 01/2021 → 12/2021
    Questa Technology Inc.
    Lumberton, NJ
  • 03/2022 → 05/2022
    Questa Technology Inc.
    Lumberton, NJ
  • 08/2022 → 12/2022
    Questa Technology Inc.
    Lumberton, NJ
  • 06/2024 → 07/2024
    Unemployed
    New York, NY
  • 08/2024 → Present
    Marlton, NJ
  • 08/2024 → Present
    Td Bank N.A.
    Marlton, NJ
  • 05/2025 → Present
    Questa Technology Inc.
    Lumberton, NJ
  • 03/2024 → 05/2024
    Questa Technology Inc.
    Lumberton, NJ
Previous Registrations
Other Businesses

the name of the other business: Questa Technology Inc. whether the business is investment-related: No the address of the other business: 150 Mt Holly Bypass, Lumberton, NJ, 08048 the nature of the other business: IT Consulting and Staffing Services your position; title, or relationship with the other business: Helper/As-Needed Admin. Assistant the start date of your relationship: 5/24/25 the approximate number of hours/month you devote to the other business: ~16/week (weekend only - Saturday and Sunday); ~64/month the number of hours you devote to the other business during securities trading hours: 0 briefly describe your duties relating to the other business: Not involved in financial decisions. Primarily sorting/filing data and assisting with scheduling meetings, ordering supplies, etc. Will only be working on weekends (Sat/Sun)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-27
  • S66 Uniform Combined State Law Examination
    2023-11-27
Other Names
  • Dylan Zhao-Chen Zhou

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