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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-18 |
| CA | RA | APPROVED | 2024-11-25 |
Branch Locations
131 South Rodeo Drive Suite 300, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Co. Llc | Los Angeles | CA | 08/2006 | 04/2017 |
| First Republic Bank | Los Angeles | CA | 08/2006 | 04/2017 |
| First Republic Securities Company, Llc | Los Angeles | CA | 04/2017 | 05/2023 |
| First Republic Investment Management, Inc. | Los Angeles | CA | 04/2017 | 05/2023 |
| Ubs Financial Services, Inc. | Beverly Hills | CA | 05/2023 | Present |
(1) Name: Wilshire Blvd. Temple Address: 3663 Wilshire Blvd., Los Angeles CA 90010 Investment-related: Yes Nature of the Business: non-profit organization Role: Investment Committee Description of Duties: Member of committee that provides input related to the temple's endowment portfolio Start Date: 1/4/2010 Number of hours each month: 0-1 Number of hours during trading: None
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-07 |
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