Hannah Forney

$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
OR	RA	APPROVED	2023-11-22
TX	RA	APPROVED	2023-11-22

Branch Locations

560 Mission Street, San Francisco, CA 94105 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner And Smith Incorporated	Minneapolis	MN	09/2012	01/2018
Bank Of America, N.A.	Minneapolis	MN	09/2014	01/2018
First Republic Investment Management, Inc	Portland	OR	03/2019	12/2024
First Republic Securities Company, Llc	Portland	OR	03/2019	09/2023
Unemployed/Homemaker	Beaverton	OR	02/2018	02/2019
J.P. Morgan Securities Llc	Portland	OR	09/2023	Present
Jp Morgan Chase Bank, N.A.	Portland	OR	10/2023	Present

09/2012 → 01/2018

Merrill Lynch, Pierce, Fenner And Smith Incorporated

Minneapolis, MN
09/2014 → 01/2018

Bank Of America, N.A.

Minneapolis, MN
03/2019 → 12/2024

First Republic Investment Management, Inc

Portland, OR
03/2019 → 09/2023

First Republic Securities Company, Llc

Portland, OR
02/2018 → 02/2019

Unemployed/Homemaker

Beaverton, OR
09/2023 → Present

J.P. Morgan Securities Llc

Portland, OR
10/2023 → Present

Jp Morgan Chase Bank, N.A.

Portland, OR

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-04-12
S63	Uniform Securities Agent State Law Examination	2014-01-13

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