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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-27 |
| WA | RA | APPROVED | 2023-11-20 |
Branch Locations
1 Front Street, San Francisco, CA 94111 • United States
10885 Ne 4Th Street Suite 200, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 10/2005 | 08/2020 |
| First Republic Securities Company Llc | Bellevue | WA | 08/2020 | 10/2023 |
| First Republic Investment Management, Inc. | Bellevue | WA | 08/2020 | Present |
| J.P. Morgan Securities Llc | Bellevue | WA | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Bellevue | WA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-07 |
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