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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-30 |
| TX | RA | APPROVED_RES | 2024-05-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Francisco | CA | 03/2016 | 11/2016 |
| Wells Fargo Bank, Na | San Francisco | CA | 03/2016 | 01/2019 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2016 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 01/2019 | 12/2021 |
| First Republic Bank | San Francisco | CA | 01/2022 | 07/2023 |
| First Republic Securities Company, Llc | San Francisco | CA | 09/2022 | 10/2023 |
| First Republic Investment Management, Inc | San Francisco | CA | 07/2023 | Present |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2023 | Present |
| Jp Morgan Chase Bank, N.A. | San Francisco | CA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-15 |
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