Darlington Okerulu

$3.84B regulatory AUM

Reported services (Item 5G)

Portfolio management (pooled vehicles)
Portfolio management (institutions)
Selection of other advisers
PROVIDE ASSET ALLOC RECOMMENDATIONS & BASED UPON SUCH RECOMMENDATIONS 3RD PARTY ADV TO MANAGE ASSETS PURSUANT TO CLIENT APPROVAL

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

66 Husdson Boulevard East, New York, NY 10001 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-07-05
NY	RA	APPROVED	2025-07-03

Branch Locations

66 Hudson Boulevard Floors 3, 4, 5, 30, And Suites 2406, 2407, New York, NY 10001 • United States

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

Organization	City	State	From	To
Hsbc Bank Usa, N.A.	Brooklyn	NY	08/2016	06/2017
Citigroup	New York	NY	06/2017	06/2018
Td Ameritrade	Jersey City	NJ	06/2018	12/2019
Morgan Stanley	Purchase	NY	06/2020	06/2025
Unemployed	Lyndhurst	NJ	12/2019	06/2020
Hsbc Bank Usa, N.A.	New York	NY	06/2025	Present
Hsbc Securities (Usa) Inc	New York	NY	07/2025	Present

2020-06-16 → 2025-07-01

Morgan Stanley

Purchase, NY

New York, NY
2018-06-29 → 2020-01-08

Td Ameritrade, Inc.

Jersey City, NJ
2018-07-03 → 2020-01-08

Td Ameritrade Investment Management, Llc

Jersey City, NJ
2017-06-08 → 2018-07-12

Citigroup Global Markets Inc.

New York, NY

New York, NY

New York, NY
2015-03-23 → 2017-06-14

Hsbc Securities (Usa) Inc.

Glen Oaks, NY

Jamaica, NY

Jamaica, NY

Queens Village, NY

Forest Hills, NY

Woodside, NY

Brooklyn, NY

Jamaica, NY
2014-12-11 → 2015-03-05

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

New York, NY

New York, NY

New York, NY
2014-01-24 → 2014-10-13

Morgan Stanley

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-01-24

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