Advisor moves

Arrivals at Td Private Client Wealth LLC

441 moves
AdvisorFromToTypeLeftRegistered
Wendy WyattLPL Financial LLC otherTd Private Client Wealth LLC BD affiliatedOtherNov 22, 2016Dec 3, 2024 (2933 d)
Christina Marie RayaSuntrust Investment Services, Inc. otherTd Private Client Wealth LLC otherOtherSep 30, 2016Oct 17, 2016
Allison BalmoresWells Fargo Advisors wirehouseTd Private Client Wealth LLC otherOtherJul 26, 2016Sep 20, 2016 (56 d)
John Jarrett FitzgeraldWells Fargo Advisors wirehouseTd Private Client Wealth LLC otherOtherJun 29, 2016Jul 5, 2016
Dominic Andrew MilitoLPL Financial LLC otherTd Private Client Wealth LLC otherOtherJun 10, 2016Jul 20, 2016 (40 d)
Evan D WintersLPL Financial LLC otherTd Private Client Wealth LLC otherOtherJun 10, 2016Aug 5, 2016 (56 d)
Brandon Michael McfaddenPnc Wealth Management otherTd Private Client Wealth LLC otherOtherApr 6, 2016May 2, 2016
Brett Thomas BartkiewiczMercer Global Advisors Inc. otherTd Private Client Wealth LLC otherOtherMar 30, 2016Apr 6, 2016
Catherine Mary Arnet-ValegaWinslow, Evans & Crocker, Inc. otherTd Private Client Wealth LLC otherOtherFeb 5, 2016Feb 29, 2016
Jacob Freeman PeckPnc Wealth Management otherTd Private Client Wealth LLC otherOtherJan 27, 2016Feb 8, 2016
Sharon Metilyn Raymond-DaleyPnc Wealth Management otherTd Private Client Wealth LLC otherOtherJan 15, 2016Mar 29, 2016 (74 d)
Jennifer Lynn CuteHourglass Asset Management, Inc. unclassifiedTd Private Client Wealth LLC BD affiliatedOtherDec 31, 2015Apr 24, 2018 (845 d)
Vincent Anthony MattoneAlliancebernstein L.P. otherTd Private Client Wealth LLC otherOtherDec 15, 2015Jan 14, 2016
Cyndy Marie ToscanoPnc Wealth Management otherTd Private Client Wealth LLC otherOtherNov 19, 2015Dec 4, 2015
Joseph Frederick BlairStrategic Advisers LLC national BDTd Private Client Wealth LLC otherOtherOct 23, 2015Oct 30, 2015
Carly Meyer BentleyPnc Wealth Management otherTd Private Client Wealth LLC otherOtherSep 24, 2015Oct 7, 2015
Adam WestWells Fargo Advisors wirehouseTd Private Client Wealth LLC otherOtherJun 23, 2015Jul 14, 2015
Joseph Thomas CanevariHsbc Securities (USA) Inc. otherTd Private Client Wealth LLC otherOtherJan 7, 2015Feb 26, 2015 (50 d)
Marcos Alberto RiondaNorthwestern Mutual Investment Services,LLC otherTd Private Client Wealth LLC BD affiliatedOtherDec 22, 2014Jul 17, 2026 (4225 d)
Thomas Edward TroxellCitigroup Global Markets Inc. otherTd Private Client Wealth LLC BD affiliatedOtherOct 17, 2014Aug 23, 2019 (1771 d)
Paul Thomas GordonCitigroup Global Markets Inc. otherTd Private Client Wealth LLC otherOtherSep 11, 2014Nov 12, 2015 (427 d)
Matthew Thomas PriftiCommonwealth Financial Network national BDTd Private Client Wealth LLC otherOtherJun 12, 2014Jul 1, 2014
Mark David HasenauerPnc Wealth Management otherTd Private Client Wealth LLC otherOtherApr 7, 2014Sep 17, 2015 (528 d)
Frank S LevinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseTd Private Client Wealth LLC otherOtherMar 6, 2014Mar 14, 2014
John Fitzgerald CullinanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseTd Private Client Wealth LLC otherOtherMar 3, 2014Mar 21, 2014
John James WatsonWells Fargo Advisors wirehouseTd Private Client Wealth LLC otherOtherJan 9, 2014Jan 17, 2014
Sandra MartinCitigroup Global Markets Inc. otherTd Private Client Wealth LLC otherOtherDec 12, 2013Jan 17, 2014 (36 d)
Richard Alan RosenSatucket Capital Management, LLC unclassifiedTd Private Client Wealth LLC otherOtherNov 26, 2013Dec 12, 2013
Adam Emanuel BracyPnc Wealth Management otherTd Private Client Wealth LLC otherOtherNov 26, 2013Dec 11, 2013
Jeffrey Ward HunterWells Fargo Advisors wirehouseTd Private Client Wealth LLC otherOtherNov 21, 2013Dec 23, 2013 (32 d)
William Darden SmithFirst Citizens Investor Services, Inc. otherTd Private Client Wealth LLC otherOtherNov 15, 2013Jan 15, 2014 (61 d)
Willie Douglas TatePnc Wealth Management otherTd Private Client Wealth LLC otherOtherOct 24, 2013Oct 31, 2013
Robert William GalloCitigroup Global Markets Inc. otherTd Private Client Wealth LLC otherOtherOct 24, 2013Nov 1, 2013
Haney DimianHsbc Securities (USA) Inc. otherTd Private Client Wealth LLC otherOtherSep 10, 2013Sep 16, 2013
Dmitry L GurvichHsbc Securities (USA) Inc. otherTd Private Client Wealth LLC otherOtherAug 26, 2013Aug 23, 2013
Joseph Anthony SantosHsbc Securities (USA) Inc. otherTd Private Client Wealth LLC otherOtherAug 22, 2013Aug 25, 2013
George Francis O'BrienWhm Capital Advisors, LLC otherTd Private Client Wealth LLC otherOtherAug 21, 2013Aug 15, 2013
Ronald Phillip GallantMorgan Stanley wirehouseTd Private Client Wealth LLC otherOtherAug 6, 2013Jul 31, 2013
Brian Joseph WorganPnc Capital Advisors LLC otherTd Private Client Wealth LLC otherOtherJul 12, 2013Sep 22, 2014 (437 d)
Daniel LordStrategic Advisers LLC national BDTd Private Client Wealth LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 3, 2013Feb 8, 2022 (3172 d)
Mark Richard MallerCitigroup Global Markets Inc. otherTd Private Client Wealth LLC no RAUMOtherMay 16, 2013May 29, 2013
Justin WalshWells Fargo Advisors wirehouseTd Private Client Wealth LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Apr 4, 2013May 9, 2013 (35 d)
Kenneth Gerard ThompsonM&T Securities, Inc. unclassifiedTd Private Client Wealth LLC no RAUMOtherNov 13, 2012Apr 16, 2013 (154 d)
Shannon LittlejohnMorgan Stanley wirehouseTd Private Client Wealth LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Oct 31, 2012Apr 23, 2013 (174 d)
John Philip LeidyPnc Wealth Management otherTd Private Client Wealth LLC no RAUMOtherSep 18, 2012Apr 23, 2013 (217 d)
Mason Cary SalitHsbc Securities (USA) Inc. otherTd Private Client Wealth LLC no RAUMOtherJun 21, 2012Apr 23, 2013 (306 d)
Raymond DewarMorgan Stanley wirehouseTd Private Client Wealth LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 14, 2012Apr 12, 2021 (3224 d)
John Richard VanderleeuwLPL Financial LLC otherTd Private Client Wealth LLC no RAUMOtherMay 25, 2012Jul 2, 2013 (403 d)
Thanarat MetriusEquitable Advisors, LLC national BDTd Private Client Wealth LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 17, 2012Jun 21, 2021 (3352 d)
Nicholas Christopher RoundsPnc Wealth Management otherTd Private Client Wealth LLC otherOtherApr 16, 2012Dec 11, 2013 (604 d)
John AshelfordLPL Financial LLC otherTd Private Client Wealth LLC BD affiliatedOtherNov 11, 2011Aug 2, 2022 (3917 d)
Michael Edward HoganMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseTd Private Client Wealth LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Nov 1, 2011Apr 23, 2013 (539 d)
Paul Henry DegraziaUBS Financial Services Inc. wirehouseTd Private Client Wealth LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Oct 5, 2011Apr 23, 2013 (566 d)
Gregory W KlipsteinOsaic Fa, Inc. otherTd Private Client Wealth LLC otherOtherJun 2, 2011Apr 20, 2016 (1784 d)
Johnny Dale StricklandSuntrust Investment Services, Inc. otherTd Private Client Wealth LLC no RAUMOtherMay 13, 2011Apr 23, 2013 (711 d)
Aaron James SousaMorgan Stanley wirehouseTd Private Client Wealth LLC otherOtherApr 21, 2011Sep 16, 2015 (1609 d)
William Hugh SessomsUvest Financial Services Group, Inc. unclassifiedTd Private Client Wealth LLC no RAUMOtherNov 12, 2010Jul 15, 2013 (976 d)
Catalina AlexanderUvest Financial Services Group, Inc. unclassifiedTd Private Client Wealth LLC otherOtherNov 12, 2010Sep 24, 2013 (1047 d)
Frank Reid HartsfieldBb&T Asset Management, Inc. unclassifiedTd Private Client Wealth LLC BD affiliatedOtherNov 10, 2010Oct 24, 2020 (3636 d)
Suzanne Mckenna MoranWilmington Trust Investment Advisors, Inc. otherTd Private Client Wealth LLC otherOtherAug 31, 2010Jan 9, 2017 (2323 d)
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