Thomas J Corcoran

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-01-12
FL	RA	APPROVED	2022-10-10

Branch Locations

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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Boca Raton	FL	04/2018	04/2022
Enterprise Holdings	Delray Beach	FL	02/2017	04/2018
Go Fetch Of Delray Llc	Delray Beach	FL	06/2012	04/2018
J.P. Morgan Securities Llc	Palm Beach Gardens	FL	04/2022	07/2022
Jpmorgan Chase Bank, N.A.	Palm Beach Gardens	FL	04/2022	07/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Delray Beach	FL	08/2022	Present
Bank Of America, N.A.	Delray Beach	FL	10/2022	Present

04/2018 → 04/2022

Fidelity Brokerage Services Llc

Boca Raton, FL
02/2017 → 04/2018

Enterprise Holdings

Delray Beach, FL
06/2012 → 04/2018

Go Fetch Of Delray Llc

Delray Beach, FL
04/2022 → 07/2022

J.P. Morgan Securities Llc

Palm Beach Gardens, FL
04/2022 → 07/2022

Jpmorgan Chase Bank, N.A.

Palm Beach Gardens, FL
08/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Delray Beach, FL
10/2022 → Present

Bank Of America, N.A.

Delray Beach, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-08-09
S63	Uniform Securities Agent State Law Examination	2019-01-28

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