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

Jul 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

4

Exams

S66

First exam

Apr 10, 2023

First registration

Apr 11, 2023

Dual registered

yes, broker-dealer

Other names

Fuser Rodriguez

IAPD individual key

7669142

• Occurred

  Feb 18, 2026
  Advisor changed firm

  Fuser Juliano Rodriguez left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Td Private Client Wealth Llc (registered 2026-07-17)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:df07ef4d-d658-1795-6f1c-bd8018c3d4b8

First observed

Apr 11, 2023

Last observed

Sep 18, 2026 38 h 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.