TD Private Client Wealth branch update among 1169 affiliation changes

One day, 1,169 affiliation records

Adviser registration records observed for September 29, 2026 show 1,169 affiliation changes, the complete roster for that single observation date. The total counts affiliation records, not verified job moves, and it covers the whole selected period rather than a sample.

The day splits into three groups: 309 affiliation records added to the registry, 799 updated, and 61 removed. A removed entry means the latest registration record no longer shows that affiliation; it does not establish a departure or a current employment status.

Branch updates inside the same firm

Most of the day's activity — 799 of the 1,169 records — is of the updated type, where the firm affiliation stays and the surrounding detail changes. Denville Loney remains listed with TD Private Client Wealth LLC, but the branch locations shown on his record changed: the Sarasota, Florida, office in the earlier listing gives way to a West Palm Beach address, while a Coconut Creek branch appears in both listings.

A similar pattern shows up at Charles Schwab & Co., Inc., where David A. Hiatt's compared registration records both list the firm while one of the two branch listings changes from an Edina, Minnesota, address at 3601 Minnesota Drive to 7250 France Ave S, Suite 100, in the same city. His Minnesota registration approval date, January 9, 2014, is unchanged.

Affiliations added to the registry

The 309 added records are affiliation records that newly appear in the registry under a named firm. Ronald D. Lopez's observed record lists an affiliation with Eagle Strategies LLC, with a branch at 8000 Interstate 10 West, Suite 800, in San Antonio, Texas, and a Texas registration approved September 28, 2026. Tuan V. Tang's observed record lists Merrill Lynch, Pierce, Fenner & Smith Incorporated, with branches in Oakland, California, and at One Bryant Park in New York, and a California registration approved the same day.

Records that no longer show a firm

Among the 61 removed records, the latest registration record for Craig J. Skeels no longer shows his affiliation with Commonwealth Financial Network, which the earlier listing tied to an Oxnard, California, branch and California and Texas registrations. The record for Storm L. Maxey likewise no longer shows a Merrill Lynch affiliation, previously listed with a Bend, Oregon, branch. Neither removal establishes where, or whether, either individual is currently employed.

Selected records at a glance

The homepage chart labeled Registration changes presents the same day as its three parts — Added, Updated and Removed — which together account for all 1,169 affiliation changes observed for September 29, 2026. The complete record list is appended below, and the six advisers named here are selected examples, not a ranking.

What the registry shows and what it does not are worth keeping separate. An affiliation change is a difference between registration records observed on the same date; the records do not include employment start or end dates, and they establish nothing about client or asset transfers. The updated records are the day's largest group at 799 of 1,169, and the selected examples — Denville Loney at TD Private Client Wealth LLC and David A. Hiatt at Charles Schwab & Co., Inc. — both show branch-address changes while the firm affiliation stays the same across the compared records.

Complete record list

The full-period list contains 1169 records. The homepage breakdown covers the complete list: Added (309); Updated (799); Removed (61).

The list below includes all 1,169 records observed on 09/29/2026. These are affiliation record observations, not verified hiring or departure dates. One adviser can have multiple changes.