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20 University Road 4Th Floor, Cambridge, MA 02138-5815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-25 |
Branch Locations
75 Hawthorne Street Suite 2300, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company, Llc | San Francisco | CA | 06/2014 | 09/2023 |
| First Republic Investment Management, Inc. | Walnut Creek | CA | 06/2014 | 05/2025 |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2023 | 05/2025 |
| Gc Wealth Management Ria, Llc | San Francisco | CA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-20 |
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