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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-26 |
| CT | RA | APPROVED | 2024-03-26 |
| TX | RA | APPROVED_RES | 2024-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner And Smith, Inc. | San Francisco | CA | 10/2002 | 01/2018 |
| Bank Of America, N.A. | Greenwich | CT | 05/2012 | 01/2018 |
| First Republic Investment Management, Inc. | Greenwich | CT | 01/2018 | Present |
| First Republic Securities Company, Llc | Greenwich | CT | 01/2018 | 10/2023 |
| J.P. Morgan Securities Llc | Riverside | CT | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Riverside | CT | 10/2023 | Present |
NAME OF OUTSIDE BUSINESS ORGANIZATION: SOLOMON SCHECHTER WECHSTER INVESTMENT RELATED: Y ADDRESS OF BUSINESS: WHITE PLAINS, NEW YORK 10507 NATURE OF BUSINESS: OTHER,SCHOOL POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 42543 NUMBER OF HOURS DEVOTED: 4 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ENDOWMENT INVESTMENT COMMITTEE Client's Trust Account Investment-Related: Yes Position/ Title: Trustee Duties: Mr. Wechsler acts in the capacity of trustee for a client account.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-30 |
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