Mark Joseph Katelhon

Employer firm

Td Private Client Wealth LLC CRD 164484

$8.57B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2006 → 10/2017
  Minnesota Life Insurance Co
  St. Paul, MN
• 07/2006 → 10/2017
  Securian Financial Services, Inc
  St. Paul, MN
• 07/2006 → 10/2017
  Delaware Valley Advisors, Llc
  Huntingdon Valley, PA
• 10/2017 → 09/2024
  Lincoln Financial Securities Corporation
  Philadelphia, PA
• 09/2024 → 06/2026
  Lpl Financial
  Philadelphia, PA
• 06/2026 → Present
  Td Bank N.A.
  Jenkintown, PA
• 06/2026 → Present
  Td Private Client Wealth Llc
  Jenkintown, PA

Previous Registrations

• 2024-09-09 → 2026-06-22
  Lpl Financial Llc
  Phiadephia, PA
  Philadephia, PA
  San Diego, CA
• 2017-10-24 → 2024-09-17
  Osaic Fs, Inc.
  Philadelphia, PA
  Parsippany, NJ
  Philadelphia, PA
• 2012-03-06 → 2017-10-27
  Securian Financial Services, Inc.
  Plymouth Meeting, PA

Other Businesses

1. 08/01/2024- Nexus2Wealth LLC- Business Owner- Non Inv Rel- PA 19123- 1 hr per mnth- 1 hr during trading- Start Date 04/17/2023 2. 08/01/2024- Frankford Insurance and Financial Services- Insurance Agency- Inv Rel- PA 19123- 8 hr per mnth- Start Date 02/23/2023

Exams

• S66 Uniform Combined State Law Examination
  2001-02-28
• S63 Uniform Securities Agent State Law Examination
  1997-11-01