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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-22 |
| TX | RA | APPROVED | 2024-04-19 |
Branch Locations
3507 Kyoto Gardens Dr Florida Pwm Palm Beach, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management, Inc | Jupiter | FL | 08/2023 | 04/2024 |
| First Republic Securities Company, Llc | Jupiter | FL | 08/2023 | 10/2023 |
| Lehigh University | Bethlehem | PA | 08/2019 | 06/2023 |
| The Benjamin School | Palm Beach Gardens | FL | 08/2013 | 05/2019 |
| J.P. Morgan Securities Llc | Jupiter | FL | 09/2023 | 04/2024 |
| Jp Morgan Chase Bank, N.A. | Jupiter | CA | 10/2023 | 04/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach | FL | 04/2024 | Present |
| First Republic | Jupiter | FL | 06/2021 | 08/2021 |
| First Republic | Jupiter | FL | 06/2022 | 08/2022 |
| Hobe Sound Golf Club | Hobe Sound | FL | 10/2018 | 03/2019 |
I* 1813257 For profit or not for profit: For profit Name of outside business organization: HAC3 LLC Investment related: no Address of business: Stuart, FL 34997 Nature of business: Position, title, association: Authorized member Start date of relationship: 2/24/2024 Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: HAC3 LLC purpose is rental property management. I am an authorized member, and have no responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-04 |
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