Patrick Logan
Professional summary
Patrick Logan is a registered financial professional currently at APOLLO GLOBAL SECURITIES, LLC located in New York, New York.
Patrick is registered as a RR (Registered Representative) and started their career in finance in 2018. Patrick has worked at 8 firms and has passed the SIE, Series 99TO and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Patrick Logan's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 22, 2021 - Present
APOLLO GLOBAL SECURITIES, LLC
Office #1: 1095 Avenue Of The Americas, #40, New York, NY 10036July 23, 2021 - July 27, 2021
THOMA BRAVO CAPITAL MARKETS, LLC
June 23, 2021 - July 21, 2021
PEEL HUNT INC.
January 14, 2021 - July 15, 2021
VAN LANSCHOT KEMPEN (USA) INC.
January 8, 2021 - July 15, 2021
IVY HILL
June 19, 2020 - July 16, 2021
ALTI STRATEGIC ADVISORY (US) BD, LLC
May 3, 2019 - July 16, 2021
CUE CAPITAL LIMITED PARTNERSHIP
November 29, 2018 - May 3, 2019
INDEPENDENT BROKERAGE SOLUTIONS 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
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
APOLLO GLOBAL SECURITIES, LLC
CRD#: 153502 / SEC#: , 8-68542
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| APOLLO MANAGEMENT HOLDINGS, L.P. | MEMBER | |
| CHATTERJEE, WHITNEY A | MEMBER BOARD OFMANAGERS | 7874808 |
| DRESCHER, STEPHANIE | HEAD OF MARKETING | 3055145 |
| LEVY, YAEL KENAN | CHIEF COMPLIANCE OFFICER | 4435788 |
| NEEDLEMAN, ERIC DAVID | PRESIDENT | 2773431 |
| TREBING, ADAM P | CFO / FINOP / PFO / POO | 5828238 |
| TREBING, ADAM P | MEMBER BOARD OF MANAGERS | 5828238 |
Red Flags
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