Jeffrey Quinn

Current Employers

Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-08-28
TX	RA	APPROVED	2025-08-28

NY RA
APPROVED

Since 2025-08-28
TX RA
APPROVED

Since 2025-08-28

Branch Locations

East Moriches, NY • United States

70 N Country Rd Ste 301, Port Jefferson, NY 11777 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Hsbc Bank Usa, N.A.	Melville	NY	08/2016	12/2018
Hsbc Securities (Usa) In.	New York	NY	12/2018	06/2020
Morgan Stanley	New York	NY	08/2020	12/2020
People'S Securities, Inc.	Hauppauge	NY	12/2020	04/2022
Lpl Financial Llc	Hauppaauge	NY	04/2022	08/2025
M & T Bank	Hauppauge	NY	04/2022	08/2025
Wells Fargo Clearing Services, Llc	Port Jefferson	NY	08/2025	Present

08/2016 → 12/2018

Hsbc Bank Usa, N.A.

Melville, NY
12/2018 → 06/2020

Hsbc Securities (Usa) In.

New York, NY
08/2020 → 12/2020

Morgan Stanley

New York, NY
12/2020 → 04/2022

People'S Securities, Inc.

Hauppauge, NY
04/2022 → 08/2025

Lpl Financial Llc

Hauppaauge, NY
04/2022 → 08/2025

M & T Bank

Hauppauge, NY
08/2025 → Present

Wells Fargo Clearing Services, Llc

Port Jefferson, NY

Previous Registrations

2022-04-04 → 2025-09-02

Lpl Financial Llc

Hauppauge, NY

Hauppauge, NY

East Moriches, NY
2021-01-20 → 2022-04-11

People'S United Advisors, Inc.

Wilmington, DE

New York, NY
2020-09-10 → 2021-01-05

Morgan Stanley

New York, NY
2014-05-27 → 2020-06-05

Hsbc Securities (Usa) Inc.

Melville, NY

New York, NY
2012-07-11 → 2014-05-09

New England Securities

New York, NY

Charlotte, NC

Hauppauge, NY

Somerset, NJ
2012-06-18 → 2014-05-09

Msi Financial Services, Inc.

Springfield, MA

Charlotte, NC

Hauppauge, NY

Hauppauge, NY

Somerset, NJ
2007-12-17 → 2012-05-24

Chase Investment Services Corp.

Mineola, NY

Selden, NY

Port Jefferson, NY

Hauppauge, NY

Smithtown, NY

Farmingdale, NY

Selden, NY

Medford, NY

Lindenhurst, NY

North Babylon, NY

East Farmingdale, NY

Farmingdale, NY

Miller Place, NY

Farmingville, NY

Lake Ronkonkoma, NY

Centereach, NY

Mount Sinai, NY

Copiague, NY

Deer Park, NY

West Babylon, NY

West Babylon, NY

West Babylon, NY

Amityville, NY

Deer Park, NY

Kings Park, NY

Riverhead, NY

East Setauket, NY

Setauket, NY

Stony Brook, NY

Port Jefferson, NY

Deer Park, NY

Farmingdale, NY

Rocky Point, NY

Lake Grove, NY

Ronkonkoma, NY

Hauppauge, NY

East Islip, NY

East Farmingdale, NY

East Setauket, NY

South Lindenhurst, NY

Farmingville, NY

Islandia, NY

Copiague, NY

Wyandanch, NY

White Plains, NY

Rockville Centre, NY

West Babylon, NY

Babylon, NY
2006-06-13 → 2007-11-20

Medallion Advisory Services, Llc

Bohemia, NY

Other Businesses

HURRICANE HOOPERS INCORPORATED; INV RELATED; WESTHAMPTON BEACH, NY; SUPPORT HS BOYS BASKETBALL ; TREASURER; START DATE: 12/15/2023; 5 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-07-20
S63	Uniform Securities Agent State Law Examination	1998-06-10

S65 Uniform Investment Adviser Law Examination

2006-07-20
S63 Uniform Securities Agent State Law Examination

1998-06-10

Designations

Other Names

Jeffrey John Quinn

View on SEC IAPD