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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-09 |
| FL | RA | APPROVED | 2026-06-08 |
| GA | RA | APPROVED | 2026-06-08 |
| CT | RA | APPROVED | 2026-06-05 |
| SC | RA | APPROVED | 2026-06-04 |
Branch Locations
200 Carolina Point Parkway 4Th Floor, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hammond Iles Wealth Advisors | Wethersfield | CT | 10/2011 | 03/2018 |
| Td Bank N.A. | Greenville | SC | 05/2026 | Present |
| Td Private Client Wealth Llc | Greenville | SC | 05/2026 | Present |
| Ceros Financial Services, Inc. | Rockville | MD | 01/2018 | 04/2018 |
| Wells Fargo Clearing Services, Llc | Saint Simons Island | GA | 01/2020 | 12/2021 |
| Wells Fargo Bank, Na | Saint Simons Island | GA | 12/2019 | 12/2021 |
| Capital Research Advisors, Llc | Suwanee | GA | 04/2018 | 12/2019 |
| First Citizens Investor Services | Raleigh | NC | 01/2022 | 04/2026 |
| First Citizens Bank | Greenville | NC | 12/2021 | 04/2026 |
Business name is Libjak Holdings, LLC Business is investment related. Address of business is: 4 Patio Way Greenville, SC 29609 Business owns one (1) rental property. My position: Partner and Registered Agent Relationship with business: (It's a rental house held under a a 50/50 partnership with my spouse.) Business was started 09/19/2023 I devote zero (o) hours per month to this business. My spouse manages the rental house. I devote zero (0) hours to the other business during securities trading hours. My duties: none
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-05 |
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