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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-12-19 |
| TX | RA | APPROVED | 2023-11-22 |
Branch Locations
560 Mission Street, San Francisco, CA 94105 • United States
805 Sw Broadway, Portland, OR 97205 • United States
Powell Butte, OR • United States
Lake Oswego, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company, Llc | Portland | OR | 11/2012 | 04/2017 |
| First Republic Securities Company, Llc | Portland | OR | 04/2017 | 10/2023 |
| First Republic Investment Management, Inc. | Portland | OR | 04/2017 | 10/2023 |
| J.P. Morgan Securities Llc | Portland | OR | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Portland | OR | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-08 |
| S66 | Uniform Combined State Law Examination | 2004-12-22 |
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