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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-22 |
| TX | RA | APPROVED | 2023-11-21 |
Branch Locations
1230 Avenue Of The Americas, New York, NY 10020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Credit Suisse Securities (Usa) Llc | Ny | NY | 07/2016 | 04/2018 |
| Morgan Stanley | New York | NY | 04/2018 | 07/2021 |
| First Republic Securities Company, Llc | New York | NY | 06/2022 | 09/2023 |
| First Republic Investment Management, Inc | New York | NY | 06/2022 | Present |
| London Stock Exchange Group | New York | NY | 07/2021 | 06/2022 |
| J.P. Morgan Securities Llc | New York | NY | 09/2023 | Present |
| Jp Morgan Chase Bank, N.A. | New York | CA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-29 |
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