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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-23 |
| CA | RA | APPROVED | 2024-01-22 |
Branch Locations
560 Mission Street, San Francisco, CA 94105 • United States
1 Front Street, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management, Inc. | San Francisco | CA | 11/2017 | 09/2023 |
| First Republic Securities Co | San Francisco | CA | 05/2004 | 10/2023 |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-08 |
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