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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-15 |
| FL | RA | APPROVED | 2026-06-24 |
| PA | RA | APPROVED | 2026-06-22 |
Branch Locations
710 Old York Road, Jenkintown, PA 19046 • United States
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 | 07/2006 | 10/2017 |
| Lincoln Financial Securities Corporation | Philadelphia | PA | 10/2017 | 09/2024 |
| Lpl Financial | Philadelphia | PA | 09/2024 | 06/2026 |
| Td Bank N.A. | Jenkintown | PA | 06/2026 | Present |
| Td Private Client Wealth Llc | Jenkintown | PA | 06/2026 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-01 |
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