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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-19 |
| TX | RA | APPROVED | 2024-04-19 |
Branch Locations
101 California Street Suite 4200, San Francisco, CA 94111 • United States
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company, Llc | San Francisco | CA | 10/2015 | 09/2023 |
| First Republic Investment Management, Inc. | San Francisco | CA | 10/2015 | 04/2024 |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2023 | 04/2024 |
| Jp Morgan Chase Bank, N.A. | San Francisco | CA | 10/2023 | 04/2024 |
| Cresset Asset Management, Llc | Chicago | IL | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-20 |
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