0001610028-24-000007.txt : 20240716 0001610028-24-000007.hdr.sgml : 20240716 20240716135437 ACCESSION NUMBER: 0001610028-24-000007 CONFORMED SUBMISSION TYPE: MA-A PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20151231 FILED AS OF DATE: 20240708 DATE AS OF CHANGE: 20240716 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BNY Mellon Capital Markets, LLC CENTRAL INDEX KEY: 0001610028 ORGANIZATION NAME: IRS NUMBER: 232384977 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-A SEC ACT: 1934 Act SEC FILE NUMBER: 867-01292 FILM NUMBER: 241119324 BUSINESS ADDRESS: STREET 1: 240 GREENWICH STREET STREET 2: 3RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10286 BUSINESS PHONE: 212-815-3427 MAIL ADDRESS: STREET 1: 240 GREENWICH STREET STREET 2: 3RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10286 MA-A 1 primary_doc.xml MA-A 0001610028 XXXXXXXX Rosemary Francavilla 212-815-4596 rosemary.francavilla@bnymellon.com Rosemary.Francavilla@bnymellon.com 12-31-2015 Y BNY Mellon Capital Markets, LLC 17454 23-2384977 866-00538-00 867-01292 008-35255 17454 Broker Dealer 008-35255 0001610028 101 BARCLAY STREET NEW YORK NY 10286 212-815-3427 Amend BNY Mellon Center One Mellon Bank Center Pittsburgh PA 15258 412-234-4033 Amend 100 Pine Street, 31st Street San Francisco CA 94111 212-815-7014 N Michael Gerard McMaster Chief Compliance Officer Chief Compliance Officer
101 Barclay Street 3rd Floor New York NY 10286
212-815-4972 Michael.G.McMaster@bnymellon.com
Richard A Izzo Vice President, BNY Mellon
101 Barclay Street Compliance Department, 12th Floor New York NY 10286
212-815-3427 richard.izzo@bnymellon.com
Add Pershing LLC ONE PERSHING PLAZA JERSEY CITY NJ 07399 201-413-2000 BNY MELLON CAPITAL MARKETS, LLC ("BNYMCM") MAINTAINS A FULLY DISCLOSED CLEARING RELATIONSHIP WITH PERSHING LLC WHEREBY BNYMCM INTRODUCES ITS CUSTOMERS TO PERSHING AND PERSHING MAINTAINS CUSTOMER ACCOUNTS AND RELATED BOOKS AND RECORDS. Amend BNY MELLON CORPORATION (BROKER DEALER SERVICES DIVISION) 101 BARCLAY STREET 6-E NEW YORK NY 10286 212-815-4200 BNY MELLON CAPITAL MARKETS, LLC ("BNYMCM") SELF CLEARS ITS MORTGAGE-BACKED SECURITIES BUSINESS & HAS AN AGREEMENT WITH BNY MELLON CORPORATION (BROKER DEALER SERVICES DIVISION) TO ASSIST BNYMCM IN MORTGAGE-BACKED SECURITIES CLEARANCE & SETTLEMENT ACTIVITIES Add UBS SECURITIES LLC 1285 AVENUE OF THE AMERICAS NEW YORK NY 10019 412-562-6711 BNY MELLON CAPITAL MARKETS, LLC ("BNYMCM") MAINTAINS A FUTURES ACCOUNT WITH UBS WHEREBY BNYMCM WILL EXECUTE CERTAIN FUTURES, OPTIONS AND OTC DERIVATIVES TRANSACTIONS FOR FIRM ACCOUNTS THROUGH UBS AND UBS WILL MAINTAIN RELATED BOOKS AND RECORDS. NewAdd Ontario Securities Commission (OSC) A6 PERSHING LLC Y FINRA 7560 PERSHING ADVISOR SOLUTIONS LLC Y FINRA 36671 MELLON HEDGE ADVISORS Y FINRA 133402 WALTER SCOTT & PARTNERS LIMITED Y SEC 801-19420 X0 PERSHING SECURITIES LIMITED Y Financial Services Authority (FSA) X0 PERSHING SECURITIES INTERNATIONAL LIMITED Y Financial Services Authority (FSA) X0 PERSHING LIMITED Y Financial Services Authority (FSA) X0 BNY MELLON ASSET MANAGEMENT CANADA LIMITED N BNY MELLON INVESTMENT MANAGEMENT EMEA LIMITED N MBSC SECURITIES CORPORATION Y FINRA 231 BNY MELLON INVESTMENT MANAGEMENT HONG KONG LIMITED N BNY MELLON SERVICOS FINANCEIROS DISTRIBUIDORA DE TITULOS E VALORES MOBILIARIOS (DTVM) S.A. N PERSHING (CHANNEL ISLANDS) LIMITED N PERSHING SECURITIES SINGAPORE PRIVATE LIMITED N THE BANK OF NEW YORK MELLON SECURITIES COMPANY JAPAN LIMITED Y FINANCIAL SERVICES AGENCY OF JAPAN (JFSA) M0 CONVERGEX EXECUTION SOLUTIONS LLC Y FINRA 35693 THE DREYFUS CORPORATION Y FINRA 105642 NEWTON CAPITAL MANAGEMENT LTD Y SEC 801-42114 X0 STANDISH Y FINRA 113972 LOCKWOOD ADVISORS INC Y FINRA 106108 WESTMINSTER RESEARCH ASSOCIATES LLC Y FINRA 14508 ALCENTRA NY, LLC Y FINRA 128557 G-TRADE SERVICES LLC Y FINRA 140314 CENTERSQUARE INVESTMENT MANAGEMENT HOLDINGS, INC. Y FINRA 106983 CENTERSQUARE INVESTMENT MANAGEMENT, INC. Y FINRA 107644 LIQUIDPOINT, LLC Y FINRA 47658 THE BOSTON COMPANY ASSET MANAGEMENT LLC Y FINRA 105616 EACM ADVISORS LLC Y FINRA 132057 MELLON CAPITAL MANAGEMENT CORPORATEION Y FINRA 105764 PARETO, PARETO INVESTMENT MANAGEMENT LIMITED Y SEC 801-38908 X0 BNY MELLON INVESTMENT MANAGEMENT AUSTRALIA LTC. Y AUSTRALIAN SECURIITES AND INVESTMENTS COMMISSION (ASIC) C3 BNY MELLON CAPITAL MARKETS EMEA LIMITED Y FINANCIAL SERVICES AUTHORITY (FSA) X0 BNY MARKETS LIMITED Y FINANCIAL CONDUCT AUTHORITY (FCA) X0 CONVERGEX LIMITED N ARX INVESTIMENTOS LTDA Y SEC 801-69636 D5 THE BANK OF NEW YORK CAPITAL MARKETS LIMITED N PARETO NEW YORK LLC Y FINRA 145995 CONVERGEX PRIME SERVICES LLC Y FINRA 140185 PERSHING SECURITIES CANADA LIMITED N PERSHING SECURITIES AUSTRALIA PTY LTD N ALCENTRA LIMITED Y SEC 801-74223 X0 HEDGEMARK ADVISORS, LLC Y FINRA 151306 HEDGEMARK SECURITIES LLC Y FINRA 164503 BNY MELLON TRANSITION MANAGEMENT ADVISORS Y FINRA 168024 48WALL CAPITAL MANAGEMENT LLC Y FINRA 169156 BNY MELLON ASSET MANAGEMENT JAPAN LIMITED Y SEC 801-79022 M0 BNY MELLON INVESTMENT MANAGEMENT SINGAPORE PTE. LIMITED Y SEC 801-79021 U0 STANDISH (UK) Y SEC 801-78888 X0 AMHERST CAPITAL MANAGEMENT LLC Y FINRA 174130 CUTWATER ASSET MANAGEMENT Y FINRA 37214 BNY MELLON INVESTMENT MANAGEMENT CAYMAN LTC Y FINRA 170663 December DE 12-29-1999 Y 0001610028 127 8 8 0 0 79 Municipal Entities Non-profit organizations Corporations or other businesses 0 0 0 Not Applicable Hourly Charges Fixed Fees Contingent Fees Other An agreed upon spread. Not Applicable It is possible that the firm receives a mark-up or commission on the sales of recommended products/ securities. Advice Insurance Of MS Advice Investment Of Proceeds MS Advice ME Investments Advice ME Other Investments Advice Guaranteed IC Advice On Selection Brokerage Of MEI Other LONG RANGE CAPITAL PLANNING, LONG RANGE TRADING STRATEGIES AND ANALYSIS. Y Y Y LONG RANGE CAPITAL PLANNING, LONG RANGE TRADING STRATEGIES AND ANALYSIS. Y Broker-dealer municipal securities dealer or government securities broker or dealer Investment Adviser Swap Dealer Banking/Thrift institution Trust Company 61 Add Broker-dealer municipal securities dealer or government securities broker or dealer Swap Dealer Banking/Thrift institution Trust Company THE BANK OF NEW YORK MELLON CORPORATION THE BANK OF NEW YORK MELLON CORPORATION Y N N Add Broker-dealer municipal securities dealer or government securities broker or dealer KLINGER, DANIEL ADAM KLINGER, DANIEL ADAM Y Y N Delete Investment Adviser BNY MELLON INVESTMENT ADVISER, INC. THE DREYFUS CORPORATION N Y N Delete Investment Adviser NEWTON INVESTMENT MANAGEMENT (NORTH AMERICA) LTD NEWTON INVESTMENT MANAGEMENT (NORTH AMERICA) LTD N Y Y Financial Services Authority (FSA) X0 Delete Investment Adviser BNY MELLON ADVISORS, INC. BNY MELLON ADVISORS, INC. N Y N Add Broker-dealer municipal securities dealer or government securities broker or dealer PERSHING LLC PERSHING LLC N Y N Add Broker-dealer municipal securities dealer or government securities broker or dealer PERSHING ADVISOR SOLUTIONS LLC PERSHING ADVISOR SOLUTIONS LLC N Y N Delete Investment Adviser MELLON INVESTMENTS CORPORATION MELLON N Y N Add Investment Adviser MELLON HEDGE ADVISORS MELLON HEDGE ADVISORS N Y N Delete Investment Adviser INSIGHT INVESTMENT INTERNATIONAL LIMITED (#107095) INSIGHT INVESTMENT (#107095) N Y Y Financial Services Authority (FSA) X0 Add Investment Adviser WALTER SCOTT & PARTNERS LIMITED WALTER SCOTT & PARTNERS LIMITED N Y Y SEC 112161 X0 Delete Broker-dealer municipal securities dealer or government securities broker or dealer BNY MELLON INVESTMENTS LIMITED BNY MELLON INVESTMENTS LIMITED N Y Y UNKNOWN X0 Add Broker-dealer municipal securities dealer or government securities broker or dealer Investment Adviser PERSHING SECURITIES LIMITED PERSHING SECURITIES LIMITED N Y Y Financial Services Authority (FSA) X0 Add Broker-dealer municipal securities dealer or government securities broker or dealer PERSHING SECURITIES INTERNATIONAL LIMITED PERSHING SECURITIES INTERNATIONAL LIMITED N Y Y Financial Services Authority (FSA) L2 Add Broker-dealer municipal securities dealer or government securities broker or dealer Investment Adviser PERSHING LIMITED PERSHING LIMITED N Y Y Financial Services Authority (FSA) X0 Add Broker-dealer municipal securities dealer or government securities broker or dealer Investment Adviser BNY MELLON ASSET MANAGEMENT CANADA LIMITED BNY MELLON ASSET MANAGEMENT CANADA LIMITED N Y Y Ontario Securities Commission (OSC) Z4 Add Broker-dealer municipal securities dealer or government securities broker or dealer Investment Adviser BNY MELLON INVESTMENT MANAGEMENT EMEA LIMITED BNY MELLON INVESTMENT MANAGEMENT EMEA LIMITED N Y Y Financial Services Authority (FSA) X0 Amend Broker-dealer municipal securities dealer or government securities broker or dealer Investment Adviser MBSC SECURITIES CORPORATION MBSC SECURITIES CORPORATION N Y N Add Broker-dealer municipal securities dealer or government securities broker or dealer BNY MELLON INVESTMENT MANAGEMENT HONG KONG LIMITED BNY MELLON INVESTMENT MANAGEMENT HONG KONG LIMITED N Y N Add Broker-dealer municipal securities dealer or government securities broker or dealer Investment Adviser BNY MELLON SERVICOS FINANCEIROS DISTRIBUIDORA DE TITULOS E VALORES MOBILIARIOS (DTVM) S.A. BNY MELLON SERVICOS FINANCEIROS DISTRIBUIDORA DE TITULOS E VALORES MOBILIARIOS (DTVM) S.A. N Y Y Brazilian Securities and Exchange Commission (Comissao de Valores Mobiliarios??CVM) D5 Delete Investment Adviser INSIGHT NORTH AMERICA LLC (#145995) INSIGHT INVESTMENT N Y N Add Broker-dealer municipal securities dealer or government securities broker or dealer Investment Adviser PERSHING (CHANNEL ISLANDS) LIMITED PERSHING (CHANNEL ISLANDS) LIMITED N Y Y Jersey Financial Services License (AFSL) Y9 Add Broker-dealer municipal securities dealer or government securities broker or dealer PERSHING SECURITIES SINGAPORE PRIVATE LIMITED PERSHING SECURITIES SINGAPORE PRIVATE LIMITED N Y Y SINGAPORE ACCOUNTING AND CORPORATE REGULATORY AUTHORITY U0 Delete Broker-dealer municipal securities dealer or government securities broker or dealer BNY MELLON INVESTMENT MANAGEMENT JAPAN LIMITED BNY MELLON INVESTMENT MANAGEMENT JAPAN LIMITED N Y Y Kanto Local Financial Bureau M0 Delete Broker-dealer municipal securities dealer or government securities broker or dealer Investment Adviser BNY MELLON INVESTMENTS SWITZERLAND GMBH BNY MELLON INVESTMENTS SWITZERLAND GMBH N Y N Delete Broker-dealer municipal securities dealer or government securities broker or dealer LYNCH, ROBERT E LYNCH, ROBERT E Y Y N Delete Investment Adviser BNY Mellon ETF Investment Adviser, LLC BNY Mellon ETF Investment Adviser, LLC N Y N Delete Investment Adviser Newton Investment Management North America LLC Newton Investment Management North America N Y N Delete Broker-dealer municipal securities dealer or government securities broker or dealer BNY MELLON FUND MANAGEMENT (LUXEMBOURG) S.A BNY MELLON FUND MANAGEMENT (LUXEMBOURG) S.A N Y Y LUXEMBOURG COMMISSION DE SURVEILLANCE DU SECTEUR FINANCIER ("CSSF") N4 Delete Broker-dealer municipal securities dealer or government securities broker or dealer DRAGAN SKOKO DRAGAN SKOKO Y Y N Delete Broker-dealer municipal securities dealer or government securities broker or dealer ROBERT BARYSH ROBERT BARYSH Y Y N Delete Broker-dealer municipal securities dealer or government securities broker or dealer FREDERIC CHARLES GOODWIN FREDERIC CHARLES GOODWIN Y Y N Delete Broker-dealer municipal securities dealer or government securities broker or dealer Duffany, Stephen J Duffany, Stephen J Y Y N Delete Broker-dealer municipal securities dealer or government securities broker or dealer Michelle Marie Logue 240 Greenwich Street, New York, NY 10286 Y Y N Delete Investment Adviser BNY Mellon IM Korea Limited BNY Mellon IM Korea Limited N Y Y Financial Services Commission M4 Delete Investment Adviser BNY Mellon AM Latin America S.A. BNY Mellon AM Latin America S.A. N Y Y Financial Market Commission F3 Delete Investment Adviser BNY Mellon Investment Management Singapore PTE. Limited BNY Mellon Investment Management Singapore PTE. Limited N Y Y Monetary Authority of Singapore U0 Amend Investment Adviser The Bank of New York Mellon Securities Company Japan The Bank of New York Mellon Securities Company Japan N Y Y Financial Services Agency M0 NewAdd Broker-dealer municipal securities dealer or government securities broker or dealer GEARHART, JEFFREY S GEARHART, JEFFREY S Y N N NewAdd Broker-dealer municipal securities dealer or government securities broker or dealer DEMENOCAL, DANIEL CROSBY JR DEMENOCAL, DANIEL CROSBY JR Y N N NewAdd Broker-dealer municipal securities dealer or government securities broker or dealer GAVIN JR, JOHN MICHAEL GAVIN JR, JOHN MICHAEL Y N N NewAdd Broker-dealer municipal securities dealer or government securities broker or dealer STRUMEYER, GARY MITCHELL STRUMEYER, GARY MITCHELL Y N N NewAdd Broker-dealer municipal securities dealer or government securities broker or dealer GARDINER, CELESTE DELANEY GARDINER, CELESTE DELANEY Y N N NewAdd Investment Adviser THE DREYFUS CORPORATION THE DREYFUS CORPORATION N Y N NewAdd Investment Adviser NEWTON CAPITAL MANAGEMENT LTD NEWTON CAPITAL MANAGEMENT LTD N Y Y Financial Services Authority (FSA) X0 NewAdd Investment Adviser STANDISH STANDISH Y N N NewAdd Investment Adviser LOCKWOOD ADVISORS INC LOCKWOOD ADVISORS INC Y Y N NewAdd Broker-dealer municipal securities dealer or government securities broker or dealer WESTMINSTER RESEARCH ASSOCIATES LLC WESTMINSTER RESEARCH ASSOCIATED LLC N Y N NewAdd Broker-dealer municipal securities dealer or government securities broker or dealer CONVERGEX EXECUTION SOLUTIONS LLC CONVERGEX EXECUTION SOLUTIONS LLC N Y N NewAdd Investment Adviser ALCENTRA NY, LLC ALCENTRA NY, LLC N Y N NewAdd Broker-dealer municipal securities dealer or government securities broker or dealer G-TRADE SERVICES LLC G-TRADE SERVICES LLC N Y N NewAdd Investment Adviser CENTERSQUARE INVESTMENT MANAGEMENT HOLDINGS, INC. CENTERSQUARE INVESTMENT MANAGEMENT HOLDINGS, INC. N Y N NewAdd Investment Adviser CENTERSQUARE INVESTMENT MANAGEMENT, INC. CENTERSQUARE INVESTMENT MANAGEMENT, INC. N Y N NewAdd Broker-dealer municipal securities dealer or government securities broker or dealer LIQUIDPOINT, LLC LIQUIDPOINT, LLC N Y N NewAdd Investment Adviser THE BOSTON COMPANY ASSET MANAGEMENT LLC THE BOSTON COMPANY ASSET MANAGEMENT LLC N Y N NewAdd Investment Adviser EACM ADVISORS LLC EACM ADVISORS LLC N Y N NewAdd Investment Adviser MELLON CAPITAL MANAGEMENT CORPORATION MELLON CAPITAL MANAGEMENT CORPORATION N Y N NewAdd Investment Adviser PARETO, PARETO INVESTMENT MANAGEMENT LIMITED PARETO, PARETO INVESTMENT MANAGEMENT LIMITED N Y Y Financial Services Authority (FSA) X0 NewAdd Investment Adviser BNY MELLON INVESTMENT MANAGEMENT AUSTRALIA LTD. BNY MELLON INVESTMENT MANAGEMENT AUSTRALIA LTD. N Y Y Australian Securities and Investments Commission (ASIC) C3 NewAdd Investment Adviser BNY MELLON CAPITAL MARKETS EMEA LIMITED BNY MELLON CAPITAL MARKETS EMEA LIMITED N Y Y Financial Services Authority (FSA) X0 NewAdd Broker-dealer municipal securities dealer or government securities broker or dealer BNY MARKETS LIMITED BNY MARKETS LIMITED N Y Y UNKNOWN X0 NewAdd Broker-dealer municipal securities dealer or government securities broker or dealer CONVERGEX LIMITED CONVERGEX LIMITED N Y Y UNKNOWN X0 NewAdd Investment Adviser ARX INVESTIMENTOS LTDA ARX INVESTIMENTOS LTDA N Y Y SEC 148403 D5 NewAdd Broker-dealer municipal securities dealer or government securities broker or dealer THE BANK OF NEW YORK CAPITAL MARKETS LIMITED THE BANK OF NEW YORK CAPITAL MARKETS LIMITED N Y Y UNKNOWN X0 NewAdd Investment Adviser PARETO NEW YORK LLC PARETO NEW YORK LLC N Y N NewAdd Broker-dealer municipal securities dealer or government securities broker or dealer CONVERGEX PRIME SERVICES LLC CONVERGEX PRIME SERVICES LLC N Y N NewAdd Broker-dealer municipal securities dealer or government securities broker or dealer PERSHING SECURITIES CANADA LIMITED PERSHING SECURITIES CANADA LIMITED N Y Y Ontario Securities Commission (OSC) Z4 NewAdd Broker-dealer municipal securities dealer or government securities broker or dealer Investment Adviser PERSHING SECURITIES AUSTRALIA PTY LTD PERSHING SECURITIES AUSTRALIA LTD N Y Y Australian Financial services License (AFSL) C3 NewAdd Investment Adviser ALCENTRA LIMITED ALCENTRA LIMITED N Y Y SEC X0 NewAdd Investment Adviser HEDGEMARK ADVISORS, LLC HEDGEMARK ADVISORS, LLC N Y N NewAdd Broker-dealer municipal securities dealer or government securities broker or dealer HEDGEMARK SECURITIES LLC HEDGEMARK SECURITIES LLC N Y N NewAdd Investment Adviser BNY MELLON TRANSITION MANAGEMENT ADVISORS BNY MELLON TRANSITION MANAGEMENT ADVISORS N Y N NewAdd Investment Adviser 48WALL CAPITAL MANAGEMENT LLC 48WALL CAPITAL MANAGEMENT LLC N Y N NewAdd Investment Adviser BNY MELLON ASSET MANAGEMENT JAPAN LIMITED BNY MELLON ASSET MANAGEMENT JAPAN LIMITED N Y Y SEC 169829 M0 NewAdd Investment Adviser BNY MELLON INVESTMENT MANAGEMENT SINGAPORE PTE. LIMITED BNY MELLON INVESTMENT MANAGEMENT SINGAPORE PTE. LIMITED N Y Y SEC 169691 U0 NewAdd Investment Adviser STANDISH (UK) STANDISH (UK) N Y Y SEC 801-78888 X0 NewAdd Investment Adviser AMHERST CAPITAL MANAGEMENT LLC AMHERST CAPITAL MANAGEMENT LLC N Y N NewAdd Broker-dealer municipal securities dealer or government securities broker or dealer Investment Adviser CUTWATER ASSET MANAGEMENT CUTWATER ASSET MANAGEMENT N Y N NewAdd Broker-dealer municipal securities dealer or government securities broker or dealer Investment Adviser BNY MELLON INVESTMENT MANAGEMENT CAYMAN LTD BNY MELLON INVESTMENT MANAGEMENT CAYMAN LTD N Y Y SEC 801-79316 E9 NewAdd Broker-dealer municipal securities dealer or government securities broker or dealer DONOVAN, TIMOTHY JAMES DONOVAN, TIMOTHY JAMES Y N N NewAdd Broker-dealer municipal securities dealer or government securities broker or dealer JACOBS, CHRISTOPHER JACOBS, CHRISTOPHER Y N N NewAdd Broker-dealer municipal securities dealer or government securities broker or dealer PENN, J. DEREK PENN, J. DEREK Y N N Y Y N Y Y N N N N N Y Y Y N This filing is being made to satisfy an existing delinquency for the fiscal year end 2015 Form MA-A. This filing contains the same information as the October 2015 form MA/A filing. The only difference is that this filing contains regulatory action disclosure items that occurred after 12/31/2015 and which cannot be removed. Y Y Y Y Y Y N Y Y N Y N Y Y Y Y N Y N Y Y Y Y Y N Y BNY CAPITAL MARKETS HOLDINGS, INC. N 13-3878172 SOLE SHAREHOLDER 04-01-2008 E Y DANIEL ADAM KLINGER BOARD OF MANAGERS 03-01-2008 NA Y 2983871 ROBERT E LYNCH BOARD OF MANAGERS / CO-CEO 06-22-2018 NA Y 2981333 FREDERIC CHARLES GOODWIN IV BOARD OF MANAGERS 08-01-2021 NA Y 2339823 ROBERT PHILIP BARYSH COO 07-18-2022 NA Y 2800329 DRAGAN NMI SKOKO BOARD OF MANAGERS, CO-CEO 03-01-2023 NA Y 4394961 Stephen John Duffany Chief Financial Officer (CFO) 11-07-2023 NA Y 2535640 Michelle Marie Logue Board of Managers, CCO 01-02-2024 NA Y 2169361 BNY CAPITAL MARKETS HOLDINGS, INC. THE BANK OF NEW YORK MELLON CORPORATION Y 13-2614959 SOLE SHAREHOLDER OF APPLICANTS PARENT, BNY CAPITAL MARKETS HOLDINGS, INC. 09-01-1996 E Y BNY CAPITAL MARKETS HOLDINGS, INC. N 13-3878172 SOLE SHAREHOLDER 04-01-2008 E Y DANIEL ADAM KLINGER BOARD OF MANAGERS 03-01-2008 NA Y 2983871 Delete ROBERT E LYNCH BOARD OF MANAGERS / CO-CEO 06-22-2018 NA Y 2981333 Delete FREDERIC CHARLES GOODWIN IV BOARD OF MANAGERS 08-01-2021 NA Y 2339823 Delete ROBERT PHILIP BARYSH COO 07-18-2022 NA Y 2800329 Delete DRAGAN NMI SKOKO BOARD OF MANAGERS, CO-CEO 03-01-2023 NA Y 4394961 Delete Stephen John Duffany Chief Financial Officer (CFO) 11-07-2023 NA Y 2535640 Delete Michelle Marie Logue Board of Managers, CCO 01-02-2024 NA Y 2169361 NewAdd DANIEL CROSBY DEMENOCAL JR DIRECTOR, BOARD OF MANAGERS 03-01-2008 NA Y 2740192 NewAdd CELESTE DELANEY GARDINER DIRECTOR, BOARD OF MANAGERS 09-01-2011 NA Y 2495180 NewAdd JOHN MICHAEL GAVIN JR CHIEF FINANCIAL OFFICER/CHIEF ADMINISTRATIVE OFFICER/DIRECTOR, BOARD OF MANAGERS 04-01-2008 NA Y 1664901 NewAdd JEFFREY S GEARHART DIRECTOR, BOARD OF MANAGERS 03-01-2008 NA Y 2443490 NewAdd MICHAEL GERARD MCMASTER CHIEF COMPLIANCE OFFICER 06-01-2010 NA N 1895046 NewAdd HAROLD JOHN SKIRLIS DIRECTOR, BOARD OF MANAGERS 09-01-2011 NA Y 2974325 NewAdd GARY MITCHELL STRUMEYER PRESIDENT/GENERAL PRINICPAL/DIRECTOR, BOARD OF MANAGERS 04-01-2008 NA Y 1157466 NewAdd FREDERICK SEBASTIAN YOSCA DIRECTOR, BOARD OF MANAGERS 03-01-2008 NA Y 2740203 BNY CAPITAL MARKETS HOLDINGS, INC. 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N 283267 BNY MELLON FUND MANAGEMENT (LUXEMBOURG) S.A 283267 2124686 9-C2 9-C4 9-C5 BNY Mellon Capital Markets, LLC 17454 2228618 1 9-C1 9-C2 9-C4 9-C5 BNY MELLON INVESTMENT ADVISER INC. Y 801-08147 BNY MELLON INVESTMENT ADVISER INC. 105642 2209736 1 9-H2 BANK OF NEW YORK MELLON N BNY MELLON CAPITAL MARKETS, LLC 17454 1586703 2 9-H2 THE BANK OF NEW YORK MELLON CORPORATION N BNY MELLON CAPITAL MARKETS, LLC 17454 1586700 BANK OF NEW YORK MELLON N BNY MELLON CAPITAL MARKETS, LLC 17454 1586700 1 9-H1c THE BANK OF NEW YORK MELLON CORPORATION N BNY MELLON CAPITAL MARKETS, LLC 17454 1586699 1 9-H1c THE BANK OF NEW YORK MELLON CORPORATION N BNY MELLON CAPITAL MARKETS, LLC 17454 1586698 1 9-H1a 9-H1b CIBC MELLON TRUST COMPANY N BNY MELLON CAPITAL MARKETS, LLC 17454 1242976 1 9-H2 THE BANK OF NEW YORK MELLON N BNY MELLON CAPITAL MARKETS, LLC 17454 1829912 Rosemary Francavilla Rosemary Francavilla Senior Vice President - BNY 07-08-2024 N N N N N Y N Y N N Y Y Y N Y N N N Y Y N