Justin H. Dai
Professional summary
Justin Haoshun Dai is a registered financial professional currently at BDT & MSD PARTNERS, LLC located in New York, New York.
Justin is registered as a RR (Registered Representative) and started their career in finance in 2019. Justin has worked at 3 firms and has passed the Series 79TO, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Justin Haoshun Dai's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 9, 2021 - Present
BDT & MSD PARTNERS, LLC
Office #1: 550 Madison Avenue 20th Floor, New York, NY 10022July 16, 2020 - September 22, 2021
NEUBERGER BERMAN BD LLC
September 27, 2019 - July 13, 2020
MOELIS & COMPANY 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 79TO
Date: 10/22/2019
Investment Banking Registered Representative ExaminationSeries 7TO
Date: 9/27/2019
General Securities Representative ExaminationFINRA
Current Firm
BDT & MSD PARTNERS, LLC
CRD#: 150459 / SEC#: , 8-68263
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BDT & MSD HOLDINGS, L.P. | SOLE MEMBER | |
| BURNS, MICHAEL EDWIN | VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER, PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER | 2817817 |
| FEINGOLD, CHAD MORGAN | CHIEF OPERATING OFFICER | 4564290 |
| JESTER, DAN HAMILL | PRESIDENT | 2088996 |
| LEMKAU, GREGG ROBERT | CO-CHIEF EXECUTIVE OFFICER | 2529069 |
| MATHEWS, ERIKA LYNN | VICE PRESIDENT | 6230510 |
| MICHEL, CINDY ZEE | VICE PRESIDENT AND GLOBAL CHIEF COMPLIANCE OFFICER | 4661808 |
| ORR, SAN WATTERSON III | PRESIDENT | 2931458 |
| TODD, MARY ANN | CHIEF LEGAL OFFICER AND SECRETARY | 6910167 |
| TROTT, BYRON DAVID | CO-CHIEF EXECUTIVE OFFICER | 1082133 |
Red Flags
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