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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-09 |
| TX | RA | APPROVED | 2024-04-09 |
Branch Locations
1230 Avenue Of The Americas, New York, NY 10020 • United States
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
Chappaqua, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | New York | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | New York | NY | 11/2016 | 02/2019 |
| First Republic Securities Company, Llc | New York | NY | 02/2019 | 10/2023 |
| First Republic Investment Management, Inc. | New York | NY | 02/2019 | Present |
| J.P. Morgan Securities Llc | New York | NY | 09/2023 | Present |
| Jp Morgan Chase Bank, N.A. | New York | NY | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-02-27 |
| S65 | Uniform Investment Adviser Law Examination | 1997-02-27 |
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