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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-22 |
| TX | RA | APPROVED | 2023-11-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 03/2021 | 10/2021 |
| Wells Fargo Bank, Na | San Francisco | CA | 04/2003 | 10/2021 |
| First Republic Securities Company, Llc | San Francisco | CA | 11/2021 | Present |
| First Republic Investment Management, Inc | San Francisco | CA | 10/2021 | Present |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-11 |
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