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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-26 |
| TX | RA | APPROVED_RES | 2024-03-26 |
Branch Locations
2100 El Camino Real, Palo Alto, CA 94306 • United States
560 Mission Street, San Francisco, CA 94105 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Menlo Park | CA | 10/2009 | 07/2019 |
| Bank Of America, N.A | Menlo Park | CA | 08/2012 | 07/2019 |
| First Republic Securities Company, Llc | Palo Alto | CA | 07/2019 | 09/2023 |
| First Republic Investment Management, Inc. | Palo Alto | CA | 07/2019 | 09/2023 |
| J.P. Morgan Securities Llc | Palo Alto | CA | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Palo Alto | CA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-18 |
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