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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-23 |
| CT | RA | APPROVED | 2024-01-18 |
Branch Locations
50 Rowes Wharf 4Th Floor, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ballentine Partners, Llc | Waltham | MA | 06/2014 | 04/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wellesley Hills | MA | 04/2018 | 01/2023 |
| Bank Of America, N.A. | Wellesley Hills | MA | 05/2018 | 01/2023 |
| First Republic Securities Company, Llc | Wellesley | MA | 01/2023 | 10/2023 |
| First Republic Investment Management, Inc. | Wellesley | MA | 01/2023 | Present |
| J.P. Morgan Securities Llc | Boston | MA | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 10/2023 | Present |
Name and Address: 5 Sargent Place, LLC, 10 Bonad Road, Winchester, MA 01890 Investment related: No Nature of Business: LLC that owns a real estate property in New Hampshire Title: Passive investor Description of duties: None Start date: 9/1/2021 Number of hours each month:0 Number of hours during trading: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-07-26 |
| S65 | Uniform Investment Adviser Law Examination | 2014-12-05 |
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