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DS

Darlene D. Sammon

EQT PARTNERS BD
San Francisco, CA 94103
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CRD#: 3225139
DS

Professional summary


Darlene De La Rosa Sammon, who also goes by Darlene Huang De La Rosa, Darlene Huang Delarosa, Darlene Delarosa, Darlene D Sammon, Darlene De La Rosa Stroble, is a registered financial professional currently at EQT PARTNERS BD, LLC located in San Francisco, California.

Darlene is registered as a RR (Registered Representative) and started their career in finance in 2000. Darlene has worked at 6 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Darlene Huang De La Rosa | Darlene Huang Delarosa | Darlene Delarosa | Darlene D Sammon | Darlene De La Rosa Stroble

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Darlene De La Rosa Sammon's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 16, 2023 - Present

EQT PARTNERS BD, LLC

Office #1: 150 Spear Street Suite 1350, San Francisco, CA 94103
BD
CRD#: 322826
San Francisco, CA
Past

June 27, 2016 - June 29, 2021

EQT PARTNERS BD LLC

BD
CRD#: 281727
New York, NY
Past

September 2, 2010 - August 4, 2014

MERCURY CAPITAL ADVISORS, LLC

BD
CRD#: 152338
LOS ANGELES, CA
Past

October 6, 2009 - November 15, 2010

NIGHTHAWK PARTNERS INC.

BD
CRD#: 44134
LOS ANGELES, CA
Past

December 14, 2004 - October 6, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
LOS ANGELES, CA
Past

September 13, 2000 - October 25, 2004

PACIFIC CORPORATE FINANCE LLC

BD
CRD#: 14729
LA JOLLA, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(7/10/2023)
RR
Alaska
(7/10/2023)
RR
Arizona
(7/10/2023)
RR
Arkansas
(7/10/2023)
RR
California
(6/16/2023)
RR
Colorado
(7/10/2023)
RR
Connecticut
(7/10/2023)
RR
Delaware
(7/10/2023)
RR
District of Columbia
(7/10/2023)
RR
Florida
(7/10/2023)
RR
Georgia
(7/10/2023)
RR
Hawaii
(7/10/2023)
RR
Idaho
(7/10/2023)
RR
Illinois
(7/10/2023)
RR
Indiana
(7/10/2023)
RR
Iowa
(7/10/2023)
RR
Kansas
(7/10/2023)
RR
Kentucky
(7/10/2023)
RR
Louisiana
(7/10/2023)
RR
Maine
(7/10/2023)
RR
Maryland
(7/10/2023)
RR
Massachusetts
(7/10/2023)
RR
Michigan
(7/10/2023)
RR
Mississippi
(7/10/2023)
RR
Missouri
(7/10/2023)
RR
Montana
(7/10/2023)
RR
Nebraska
(7/10/2023)
RR
Nevada
(7/10/2023)
RR
New Hampshire
(7/10/2023)
RR
New Jersey
(7/10/2023)
RR
New Mexico
(7/10/2023)
RR
New York
(7/10/2023)
RR
North Carolina
(7/10/2023)
RR
North Dakota
(7/10/2023)
RR
Ohio
(7/10/2023)
RR
Oklahoma
(7/10/2023)
RR
Oregon
(7/10/2023)
RR
Pennsylvania
(7/10/2023)
RR
Puerto Rico
(7/10/2023)
RR
Rhode Island
(7/10/2023)
RR
South Carolina
(7/10/2023)
RR
South Dakota
(7/10/2023)
RR
Tennessee
(7/10/2023)
RR
Texas
(7/10/2023)
RR
Utah
(7/10/2023)
RR
Vermont
(7/10/2023)
RR
Virgin Islands
(7/10/2023)
RR
Virginia
(7/10/2023)
RR
Washington
(7/10/2023)
RR
West Virginia
(7/10/2023)
RR
Wisconsin
(7/10/2023)
RR
Wyoming
(7/10/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 4/30/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


EP
EQT PARTNERS BD, LLC
EQT PARTNERS BD, LLC | EQTE BROKERAGE LLC

CRD#: 322826 / SEC#: , 8-70966

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
Five Radnor Corporate Center 100 Matsonford Road, Suite 250, Radnor, PA 19087
Mailing Address
Five Radnor Corporate Center 100 Matsonford Road, Suite 250, Radnor, PA 19087
Phone number
(484) 531-7456
Established
Delaware since 07/28/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
EQT EXETER HOLDINGS US INC.SOLE MEMBER
BREEN, BARRY EAMONCHIEF COMPLIANCE OFFICER, SECRETARY, DIRECTOR
GAUR, ALOKCHIEF EXECUTIVE OFFICER & DIRECTOR4693996
HOUSHMAND, ALIDIRECTOR4980374
RUTITSKIY, DMITRIYFINOP/PFO/POO6117665

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EQT PARTNERS BD, LLC

CRD#: 322826San Francisco, CA 94103

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