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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-13 |
| NY | RA | APPROVED | 2024-05-10 |
Branch Locations
3 Park Plz, Floor 08, Irvine, CA 92614 • United States
277 Park Ave, New York, NY 10172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 09/2011 | 01/2017 |
| Bank Of America, N.A. | New York | NY | 09/2011 | 01/2017 |
| First Republic | New York | NY | 01/2017 | 03/2019 |
| First Republic Investment Management, Inc. | New York | NY | 01/2017 | 03/2019 |
| Morgan Stanley | Purchase | NY | 04/2019 | 12/2023 |
| Citigroup Global Markets Inc. | New York | NY | 12/2023 | 04/2024 |
| J.P. Morgan Securities Llc | New York | NY | 04/2024 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-17 |
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