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Patrick J. Crocker

TD SECURITIES (USA) LLC
San Francisco, CA 94111
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CRD#: 2804765
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Professional summary


Patrick John Crocker is a registered financial professional currently at TD SECURITIES (USA) LLC located in San Francisco, California.

Patrick is registered as a RR (Registered Representative) and started their career in finance in 1996. Patrick has worked at 10 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 62 and Series 24 exams.

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Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Patrick John Crocker's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 7, 2024 - Present

TD SECURITIES (USA) LLC

Office #1: 450 Sansome Street 4th Floor, San Francisco, CA 94111
BD
CRD#: 18476
San Francisco, CA
Past

October 1, 2020 - April 11, 2024

COWEN AND COMPANY

BD
CRD#: 7616
San Francisco, CA
Past

November 15, 2013 - October 20, 2020

ALTACCESS SECURITIES COMPANY, L.P.

BD
CRD#: 119441
SAN FRANCISCO, CA
Past

February 21, 2013 - July 24, 2014

FIRST CRAFT SECURITIES, LLC

BD
CRD#: 159680
SAN FRANCISCO, CA
Past

November 18, 2010 - April 9, 2013

INSTREAM PARTNERS LLC

BD
CRD#: 110443
SAN FRANCISCO, CA
Past

December 14, 2001 - August 20, 2010

HARRIS WILLIAMS

BD
CRD#: 113930
SAN FRANCISCO, CA
Past

February 14, 2000 - June 6, 2001

OFFROAD SECURITIES, INC.

BD
CRD#: 30890
SAN FRANCISCO, CA
Past

June 14, 1999 - October 5, 1999

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

September 1, 1997 - June 14, 1999

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

December 3, 1996 - September 1, 1997

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(3/7/2024)
RR
New York
(3/7/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 9/14/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 12/2/1996
Corporate Securities Limited Representative Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


TS
TD SECURITIES (USA) LLC
AMERICAN GOVERNMENT SECURITIES, INC. | TORONTO DOMINION SECURITIES CORP. | TORONTO DOMINION SECURITIES (USA) INC. | TD SECURITIES (USA) LLC | TD SECURITIES (USA) INC.

CRD#: 18476 / SEC#: , 8-36747

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
One Vanderbilt Avenue, New York, NY 10017
Mailing Address
One Vanderbilt Avenue, New York, NY 10017
Phone number
(212) 827-7000
Established
Delaware since 11/01/2004
Firm type
Limited Liability Company
Fiscal year end
October
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
TORONTO DOMINION HOLDINGS (U.S.A.), INC.PARENT
BROADBERY, MICHAELCHIEF COMPLIANCE OFFICER6947899
GIBSON, GLENNCHIEF EXECUTIVE OFFICER5659024
JENKINS, CHRISTINE JFINANCIAL & OPERATIONS PRINCIPAL4911933
ORTIZ, JORGE LUISCHIEF FINANCIAL OFFICER2725922
PETROU, CHRISTINA ACHIEF OPERATING OFFICER4007468

Disclosures


Regulatory Event20
Criminal1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TD SECURITIES (USA) LLC

CRD#: 18476San Francisco, CA 94111

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