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20 University Road 4Th Floor, Cambridge, MA 02138-5815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-06-10 |
| CA | RA | APPROVED | 2025-05-22 |
Branch Locations
20 University Road 4Th Floor, Cambridge, MA 02138-5815 • United States
800 Connecticut Avenue, Nw Floor 3, Suites 315, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliancebernstein | San Francisco | CA | 06/2016 | 02/2021 |
| First Republic Investment Management, Inc | Washington | DC | 02/2021 | 05/2025 |
| First Republic Securities Company, Llc | San Francisco | CA | 02/2021 | 10/2023 |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2023 | 05/2025 |
| Jp Morgan Chase Bank, N.A. | Washington | DC | 10/2023 | 05/2025 |
| Gc Wealth Management Ria, Llc | Washington | DC | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-11-14 |
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