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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-03 |
| TX | RA | APPROVED | 2024-04-03 |
Branch Locations
925 Westchester Avenue Floor 04, White Plains, NY 10604 • United States
Katonah, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | White Plains | NY | 09/2003 | 09/2022 |
| Bank Of America, N.A. | White Plains | NY | 09/2013 | 09/2022 |
| First Republic Securities Company, Llc | White Plains | NY | 09/2022 | 09/2023 |
| First Republic Investment Management, Inc. | White Plains | NY | 09/2022 | Present |
| J.P. Morgan Securities Llc | West Harrison | NY | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | West Harrison | NY | 10/2023 | Present |
Entity Name: Irrevaocable Trust Investment related: No Address: Private Residence Nature of the other business: Trust Position/Title/Relationship: Owner/Partner Start Date: 09/23/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Trustee of my mother's irrevocable trust.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-24 |
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