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Advisor at TD PRIVATE CLIENT WEALTH LLC
Hicksville, NY | Melville, NY
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 | Aug 19, 2026 | n/a | yes | Hicksville, NY|Melville, NY | Current employment |
| EQUITABLE ADVISORS, LLC | National bd RIA | Sep 9, 2024 | Jul 15, 2026 | no | MELVILLE, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | TD PRIVATE CLIENT WEALTH LLC | Jul 15, 2026 | Aug 19, 2026 | 35 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6627:164484:NY:2026-07-15 | Jul 15, 2026 | Aug 19, 2026 | MELVILLE, NY | Firm change |