BAUM JONATHAN RUSSELL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. BAUM JONATHAN RUSSELL appears on 6 filing roles across Form ADV (6).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | BNY MELLON SECURITIES CORPORATION | CHAIRMAN & DIRECTOR | NEW YORK, NY |
| — | Form ADV | ORION PORTFOLIO SOLUTIONS, LLC | ELECTED MANAGER | OMAHA, NE |
| — | Form ADV | BNY MELLON INVESTMENT ADVISER, INC. | CHAIRMAN, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NEW YORK, NY |
| — | Form ADV | TOWNSQUARE CAPITAL, LLC | ELECTED MANAGER | LEHI, UT |
| — | Form ADV | ORION PORTFOLIO SOLUTIONS, LLC | ELECTED MANAGER | OMAHA, NE |
| — | Form ADV | ARBOR POINT ADVISORS, LLC | ELECTED MANAGER | LAVISTA, NE |