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Account
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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VI | RA | APPROVED | 2025-11-03 |
| NY | RA | APPROVED | 2025-10-31 |
| TX | RA | APPROVED_RES | 2025-10-31 |
| CT | RA | APPROVED | 2025-10-30 |
Branch Locations
57 River Street Suite 102, Wellesley Hills, MA 02481-2050 • United States
1211 Avenue Of The Americas Suite 3300, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management | Boston | MA | 07/2011 | 09/2023 |
| First Republic Securities Company, Llc | Boston | MA | 04/2013 | 09/2023 |
| Jp Morgan Securities Llc | Boston | MA | 09/2023 | 10/2025 |
| Jpmorgan Chase Bank, Na. | Boston | MA | 06/2023 | 10/2025 |
| Rbc Capital Markets, Llc | New York | NY | 10/2025 | Present |
| City National Bank | New York | NY | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-10 |
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