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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-04 |
| OR | RA | APPROVED | 2023-01-04 |
Branch Locations
Mill Valley, CA • United States
290 Congress Street, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Institutional Investments Inc. | San Francisco | CA | 02/2015 | 02/2020 |
| Jpmorgan Investment Management Inc. | San Francisco | CA | 01/2015 | 02/2020 |
| Fef Distributors, Llc | New York | NY | 03/2020 | 10/2022 |
| First Eagle Investment Management, Llc | New York | NY | 03/2020 | 10/2022 |
| Columbia Management Investment Distributors, Inc. | Mckinney | TX | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-20 |
| S65 | Uniform Investment Adviser Law Examination | 2002-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-17 |
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