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.

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

Dec 1, 2014earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

18

Exams

S66

First exam

Aug 17, 2019

First registration

Aug 20, 2019

Dual registered

yes, broker-dealer

IAPD individual key

7071781

• Occurred

  Apr 20, 2023
  Advisor changed firm

  Ryan Robinson left Wells Fargo Advisors for Td Private Client Wealth Llc (registered 2023-04-11)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:45cc354b-bacb-eba2-0fd6-3278bc7835d1

First observed

Aug 20, 2019

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.