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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-05-30 |
| TX | RA | APPROVED_RES | 2024-05-30 |
Branch Locations
Rock Center, 1230 Avenue Of Americas, New York, NY 10020 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets, Inc. | Stamford | CT | 06/2010 | 06/2020 |
| First Republic Securities Company, Llc | New York | NY | 11/2021 | 09/2023 |
| First Republic Bank | New York | NY | 07/2020 | 07/2023 |
| First Republic Investment Management, Inc. | Scarsdale | NY | 11/2021 | 09/2023 |
| J.P. Morgan Securities Llc | New York | NY | 09/2023 | Present |
| Jp Morgan Chase Bank, N.A. | Scarsdale | NY | 10/2023 | 06/2024 |
| Jp Morgan Chase Bank Na | New York | NY | 07/2024 | 08/2024 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-17 |
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