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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-06-22 |
| TX | RA | APPROVED | 2023-06-21 |
Branch Locations
25 Deforest Avenue Floor 3, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co | Philadelphia | PA | 09/2015 | 06/2023 |
| Jpmorgan Chase Bank Na | Summit | NJ | 06/2023 | Present |
| Jpmorgan Securities Llc | Summit | NJ | 06/2023 | Present |
Name: Daniel Walsh Entity Name: Sisters of Charity-Halifax Investment related: Yes "Address: https://schalifax.ca/our-story/ 215 Seton Rd, Halifax, NS B3M 0C9, Canada" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 10/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Sisters of Charity-Halifax is an international congregation of Roman Catholic women, headquartered in Halifax, Nova Scotia, Canada. The Sisters have taught in schools, provided health-related services such as nursing and counseling as well as pastoral care in various parishes. I would serve on The Congregational Financial Advisory Committee which is responsible for reviewing manager performance, market behavior, and assist the congregation with strategic planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-04 |
| S66 | Uniform Combined State Law Examination | 2015-11-25 |
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