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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-06 |
| CA | RA | APPROVED | 2025-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Jose | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 11/2016 | 11/2022 |
| First Republic Securities Company, Llc | Palo Alto | CA | 11/2022 | 10/2023 |
| First Republic Investment Management, Inc | Palo Alto | CA | 11/2022 | 09/2023 |
| J.P. Morgan Securities Llc | Palo Alto | CA | 09/2023 | 03/2025 |
| Jp Morgan Chase Bank, N.A. | Palo Alto | CA | 10/2023 | 03/2025 |
| Morgan Stanley | Palo Alto | CA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-30 |
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