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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)12 years in industry

Kevin F Lamberson

Advisor at TD PRIVATE CLIENT WEALTH LLC

Old Bridge, NJ | Princeton, NJ

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Search this name across graphsid dfx:ria:26438feb-5f40-9c5f-65ca-392579b3b442

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 22, 2014 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TD PRIVATE CLIENT WEALTH LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 9, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 5
Designations: Chartered Financial Consultant
Exams: S63|S65
First exam: Apr 9, 2014
First registration: Oct 22, 2014
Dual registered: yes, broker-dealer
Other names: KEVIN FORD LAMBERSON|Kevin Lamberson
IAPD individual key: 6150845

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TD PRIVATE CLIENT WEALTH LLC	Bd affiliated wealth	Jul 27, 2026	n/a	yes	Old Bridge, NJ\|Princeton, NJ	Current employment
GWN SECURITIES INC.	Bd affiliated wealth	Oct 12, 2021	Jan 12, 2026	no	PALM BEACH GARDENS, FL\|BEACHWOOD, NJ\|PALM BEACH GARDENS, FL\|BORDENTOWN, NJ	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Sep 11, 2019	Oct 8, 2021	no	BRICK, NJ\|MARLTON, NJ\|Brick, NJ\|Brick, NJ\|Toms River, NJ	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Mar 19, 2019	May 3, 2019	no	Edison, NJ	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Dec 18, 2015	Jan 24, 2019	no	MARLTON, NJ\|BRICK, NJ	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Oct 22, 2014	Oct 6, 2015	no	WALL, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GWN SECURITIES INC.	TD PRIVATE CLIENT WEALTH LLC	Jan 12, 2026	Jul 27, 2026	196	Firm change	Ibd to ibd
PRUCO SECURITIES, LLC	GWN SECURITIES INC.	Oct 8, 2021	Oct 12, 2021	4	Firm change	Ibd to ibd
MML INVESTORS SERVICES, LLC	PRUCO SECURITIES, LLC	May 3, 2019	Sep 11, 2019	131	Firm change	Ibd to ibd
PRUCO SECURITIES, LLC	MML INVESTORS SERVICES, LLC	Jan 24, 2019	Mar 19, 2019	54	Firm change	Ibd to ibd
EQUITABLE ADVISORS, LLC	PRUCO SECURITIES, LLC	Oct 6, 2015	Dec 18, 2015	73	Firm change	Other

Relationships

Registered with (5)

→ TD PRIVATE CLIENT WEALTH LLCRegistered adviserregistration: current employment
Jul 27, 2026 to presentfactForm ADV
→ GWN SECURITIES INC.Registered adviserregistration: previous registration
Oct 12, 2021 to Jan 12, 2026factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Sep 11, 2019 to Oct 8, 2021factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Mar 19, 2019 to May 3, 2019factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 22, 2014 to Oct 6, 2015factForm ADV

Dated events

Occurred
Jan 12, 2026
Advisor changed firm
Kevin F Lamberson left Gwn Securities Inc. for Td Private Client Wealth Llc (registered 2026-07-27)
Form ADVobserved 6 days ago