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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-03 |
| CA | RA | APPROVED | 2024-01-22 |
Branch Locations
560 Mission Street, San Francisco, CA 94105 • United States
4660 La Jolla Drive, Suite 200, San Diego, CA 92122 • United States
1 disclosure category 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 | San Francisco | CA | 10/2006 | 08/2022 |
| First Republic Securities Company, Llc | San Francisco | CA | 11/2022 | 10/2023 |
| First Republic Investment Management, Inc | San Francisco | CA | 11/2022 | Present |
| J.P. Morgan Securities Llc | La Jolla | CA | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | La Jolla | CA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-04 |
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