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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-26 |
| FL | RA | APPROVED | 2025-03-12 |
| DC | RA | APPROVED | 2025-02-20 |
| MD | RA | APPROVED | 2025-02-09 |
| NY | RA | APPROVED | 2025-01-09 |
| OH | RA | APPROVED | 2025-01-06 |
| IL | RA | APPROVED | 2024-10-16 |
| PA | RA | APPROVED | 2024-09-24 |
| AZ | RA | APPROVED | 2024-09-13 |
| SC | RA | APPROVED | 2024-09-12 |
| GA | RA | APPROVED | 2024-09-05 |
Branch Locations
1919 Gallows Road 2Nd Floor, Vienna, VA 22182 • United States
66 Wellington Street West, Toronto, On M5K 1A2 • Canada
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Wealth Private Investment Advice | Toronto | 11/2003 | Present |
TD Waterhouse Insurance Services Inc. Business address is Toronto, Ontario Position is Life Insurance Advisor Start date November 2023 to present 5 hours per month Duties involve client discussions and planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-29 |
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