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Advisor at TD PRIVATE CLIENT WEALTH LLC
Wellesley, MA
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 | Jun 9, 2026 | n/a | yes | Wellesley, MA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 13, 2017 | May 21, 2026 | no | BROOKLINE, MA|WATERTOWN, MA|NEEDHAM, MA|BELMONT, MA|RIVERSIDE, RI|LINCOLN, RI|BOSTON, MA|BOSTON, MA|Sharon, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | TD PRIVATE CLIENT WEALTH LLC | May 21, 2026 | Jun 9, 2026 | 19 | Firm change | Wirehouse to ibd |