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100 Crosby St, New York, NY 10012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-07-23 |
| NY | RA | APPROVED | 2026-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Securities Llc | New York | NY | 01/2017 | 04/2018 |
| Finra | Boca Raton | FL | 08/1999 | 11/2016 |
| Drivewealth, Llc | Chatham | NJ | 02/2020 | 08/2024 |
| America Global Wealth Management | Atlanta | GA | 04/2018 | 10/2019 |
| Mission Advisory Consulting | Ossining | NY | 04/2018 | Present |
| Arcview Capital | New York | NY | 10/2019 | 12/2022 |
| Bunq B.V. | New York | NY | 08/2024 | 10/2025 |
| Bunq Us Bank | New York | NY | 12/2025 | Present |
| Rho Treasury | New York | NY | 10/2025 | Present |
| Bunq Us Bd Llc | New York | NY | 09/2025 | Present |
Bunq US BD LLC - Chief Compliance Officer since September 2025. Earns compensation for regulatory compliance of Bunq in a part time capacity. Mission Advisory Consulting - Sole owner. From time to time, earns compensation for consulting work, either on an hourly basis or through a fixed monthly fee. Paladin Consulting Strategies LLC - One of three partners. From time to time, will earn compensation for consulting work, either at an hourly rate or on a fixed monthly fee basis. Bunq UK LTD - Member, Board of Directors Frontline Arts (frontlinearts.org) - Member, Board of Directors (non-profit organization; no compensation).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-04 |
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