Neil Koricanac

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2023-10-27
TX	RA	APPROVED	2023-10-26

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chicago	IL	07/2013	10/2019
Bank Of America, N.A.	Chicago	IL	05/2015	10/2019
First Republic Securities Company, Llc	Jupiter	FL	10/2019	09/2023
First Republic Investment Management, Inc.	Jupiter	FL	10/2019	09/2023
J.P. Morgan Securities Llc	Palm Beach	FL	09/2023	Present
Jpmorgan Chase Bank, N.A.	Palm Beach	FL	09/2023	Present

07/2013 → 10/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL
05/2015 → 10/2019

Bank Of America, N.A.

Chicago, IL
10/2019 → 09/2023

First Republic Securities Company, Llc

Jupiter, FL
10/2019 → 09/2023

First Republic Investment Management, Inc.

Jupiter, FL
09/2023 → Present

J.P. Morgan Securities Llc

Palm Beach, FL
09/2023 → Present

Jpmorgan Chase Bank, N.A.

Palm Beach, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-10-09

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