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20 University Road 4Th Floor, Cambridge, MA 02138-5815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-27 |
| WY | RA | APPROVED | 2023-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management, Inc. | Jackson | WY | 02/2019 | 09/2023 |
| First Western | Jackson | WY | 06/2014 | 02/2019 |
| First Republice Securities Company, Llc | Jackson | WY | 02/2019 | 09/2023 |
| Catalytic Wealth Management | Cambridge | MA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-03-11 |
| S66 | Uniform Combined State Law Examination | 2002-12-30 |
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