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Advisor at TD PRIVATE CLIENT WEALTH LLC
Paterson, NJ | Ramsey, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| TD PRIVATE CLIENT WEALTH LLC | Bd affiliated wealth | Jul 30, 2026 | n/a | yes | Paterson, NJ|Ramsey, NJ | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 15, 2025 | Jul 30, 2026 | no | NEW YORK, NY|UPPER MONTCLAIR, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | TD PRIVATE CLIENT WEALTH LLC | Jul 30, 2026 | Jul 30, 2026 | 0 | Firm change | Wirehouse to ibd |