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Daniel L Greenwald

J. L. Bainbridge & Co., Inc.

Sarasota, FL

CRD 7346628

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Employer firm

J. L. Bainbridge & Co., Inc. CRD 108058

$1.37B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
J. L. Bainbridge & Co., Inc.

1582 Main Street, Sarasota, FL 34236 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-10-23
TX RA APPROVED 2024-10-07
  • FL RA
    APPROVED
    Since 2024-10-23
  • TX RA
    APPROVED
    Since 2024-10-07

Branch Locations

1582 Main Street, Sarasota, FL 34236 • 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
OrganizationCityStateFromTo
J L Bainbridge & Co. Inc Sarasota FL 05/2024 Present
Mn8 Energy Llc Boca Raton FL 08/2022 05/2024
The Goldman Sachs Group Inc Boca Raton FL 08/2020 08/2022
Deloitte & Touche Llp Orlando FL 09/2018 07/2020
College Student Orlando FL 07/2014 05/2018
Unemployed Orlando FL 06/2018 09/2018
  • 05/2024 → Present
    J L Bainbridge & Co. Inc
    Sarasota, FL
  • 08/2022 → 05/2024
    Mn8 Energy Llc
    Boca Raton, FL
  • 08/2020 → 08/2022
    The Goldman Sachs Group Inc
    Boca Raton, FL
  • 09/2018 → 07/2020
    Deloitte & Touche Llp
    Orlando, FL
  • 07/2014 → 05/2018
    College Student
    Orlando, FL
  • 06/2018 → 09/2018
    Unemployed
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-07
  • S65 Uniform Investment Adviser Law Examination
    2024-10-07
Other Names
  • Daniel Greenwald

View on SEC IAPD

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