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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-10 |
| CA | RA | APPROVED | 2024-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 02/2016 | 04/2018 |
| First Republic Investment Management, Inc | San Francisco | CA | 09/2019 | Present |
| First Republic Securities Company, Llc | San Francisco | CA | 09/2019 | 10/2023 |
| Lendinghome Funding Corp | San Francisco | CA | 06/2018 | 06/2019 |
| 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-24 |
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