Terence D. Battle
Professional summary
Terence Damian Battle, who also goes by Terence D Battle, Terence Battle Jr, Terence Battle, Terence Battle, is a registered financial professional currently at CENTERVIEW PARTNERS LLC located in San Francisco, California.
Terence is registered as a RR (Registered Representative) and started their career in finance in 2014. Terence has worked at 2 firms and has passed the Series 63, Series 7TO, SIE, Series 79 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Terence Damian Battle's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 2019 - Present
CENTERVIEW PARTNERS LLC
Office #1: 555 California St, Suite 4300, San Francisco, CA 94104August 22, 2014 - December 11, 2018
GOLDMAN SACHS & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/30/2019)
Exams
Series 7TO
Date: 9/18/2021
General Securities Representative ExaminationFINRA
Current Firm
CENTERVIEW PARTNERS LLC
CRD#: 133796 / SEC#: , 8-66774
Contact information
FINRA licenses (2 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CENTERVIEW PARTNERS ADVISORY HOLDINGS LLC | MANAGING MEMBER | |
| EFFRON, BLAIR WAYNE | PARTNER | 1532642 |
| HARTMAN, ALAN PHILIP | PARTNER | 2595280 |
| KOSOWSKY, AMANDA LENORE | CHIEF COMPLIANCE OFFICER | 6639399 |
| PRUZAN, ROBERT ALAN | PARTNER | 2018542 |
| ROBINSON, MARK JASON | PARTNER | 2394581 |
| VICARI, JEANNE | FINOP & CHIEF FINANCIAL OFFICER | 1975263 |
Red Flags
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