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20 University Road 4Th Floor, Cambridge, MA 02138-5815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-22 |
Branch Locations
75 Hawthorne Street, Suite 2300, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam Llc | Chicago | IL | 06/2020 | 03/2021 |
| University Of California | Berkeley | CA | 08/2016 | 05/2020 |
| Urban Food Fest | London | 05/2017 | 08/2017 | |
| Us House Of Representatives | Washington | DC | 06/2018 | 08/2018 |
| Yosemite X, Inc | Palo Alto | CA | 06/2019 | 08/2019 |
| First Republic Investment Management. Inc | San Francisco | CA | 04/2021 | 05/2025 |
| First Republic Securities Company, Llc | San Francisco | CA | 02/2022 | 10/2023 |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2023 | 05/2025 |
| Jp Morgan Chase Bank, N.A. | San Francisco | CA | 10/2023 | 05/2025 |
| Gc Wealth Management Ria, Llc | Washington | DC | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-04-11 |
| S65 | Uniform Investment Adviser Law Examination | 2020-08-19 |
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