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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-20 |
| TX | RA | APPROVED_RES | 2024-01-24 |
| CA | RA | APPROVED | 2024-01-18 |
Branch Locations
Asbury Park, NJ • United States
San Francisco, CA • United States
2100 El Camino Real, Palo Alto, CA 94306 • United States
560 Mission Street, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Palo Alto | CA | 04/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Palo Alto | CA | 11/2016 | 11/2022 |
| First Republic Securities Company, Llc | Palo Alto | CA | 11/2022 | 10/2023 |
| First Republic Investment Management, Inc | Palo Alto | CA | 11/2022 | Present |
| J.P. Morgan Securities Llc | Palo Alto | CA | 09/2023 | Present |
| Jp Morgan Chase Bank, N.A. | Palo Alto | CA | 10/2023 | Present |
Name: Contemporary Jewish Museum Address: 736 Mission St San Francisco CA 94103 Investment-related: No Nature of the business: Role: Vice Chair of Board / Investment Committee Start Date: 07/01/2022 Description of duties: Participant in board meetings, executive committee, review budget, review exhibitions, review strategies Number of hours each month: 5 Number of hours during trading: 2
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-14 |
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