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Lee A Delaporte

Beacon Trust

Morristown, NJ

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Current Employers
Beacon Trust

163 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-06-05
  • NJ RA
    APPROVED
    Since 2023-06-05

Branch Locations

163 Madison Avenue, Morristown, NJ 07960 • 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
Hsbc Bank Usa, N.A. New York NY 08/2010 03/2023
Hsbc Securities (Usa) Inc. New York NY 11/2020 03/2023
Beacon Investment Advisory Services, Inc. Morristown NJ 05/2023 Present
  • 08/2010 → 03/2023
    Hsbc Bank Usa, N.A.
    New York, NY
  • 11/2020 → 03/2023
    Hsbc Securities (Usa) Inc.
    New York, NY
  • 05/2023 → Present
    Beacon Investment Advisory Services, Inc.
    Morristown, NJ
Other Businesses

NBD Fitness 901 Mountain Avenue Springfield, NJ 07081 NBD is a fitness club for which I am a partner. It is non-investment related. The role is non-operating, and the time commitment is about 1 hour per month, and does not conflict with my work responsibilities, during which i am provided updates. The start date was Q1 2021.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-31
S63 Uniform Securities Agent State Law Examination 1983-11-10
  • S65 Uniform Investment Adviser Law Examination
    2023-05-31
  • S63 Uniform Securities Agent State Law Examination
    1983-11-10
Other Names
  • Chip Delaporte
  • Lee Augustus Delaporte
  • Lee Augustus Delaporte
  • Lee A Delaporte

View on SEC IAPD

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