Haley Cortese

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-10-30
NJ	RA	APPROVED	2023-10-10

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
First Republic Investment Management, Inc	New York	NY	06/2020	09/2023
First Republic Securities Company, Llc	New York	NY	10/2020	09/2023
University Of Rhode Island	Kingston	RI	08/2015	05/2019
Fidelity Investments	Jersey City	NJ	06/2019	06/2020
Wakefern Food Corporation	Edison	NJ	05/2018	07/2018
University Of Rhode Island	Kingston	RI	09/2016	05/2019
Peddie Aquatic Center	Hightstown	NJ	09/2014	05/2019
Sparkling Pools	Windsor	NJ	06/2017	08/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Red Bank	NJ	09/2023	Present
Jpmorgan Chase	New York	NY	07/2023	09/2023
Bank Of America, N.A.	Red Bank	NY	11/2023	Present

06/2020 → 09/2023

First Republic Investment Management, Inc

New York, NY
10/2020 → 09/2023

First Republic Securities Company, Llc

New York, NY
08/2015 → 05/2019

University Of Rhode Island

Kingston, RI
06/2019 → 06/2020

Fidelity Investments

Jersey City, NJ
05/2018 → 07/2018

Wakefern Food Corporation

Edison, NJ
09/2016 → 05/2019

University Of Rhode Island

Kingston, RI
09/2014 → 05/2019

Peddie Aquatic Center

Hightstown, NJ
06/2017 → 08/2017

Sparkling Pools

Windsor, NJ
09/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Red Bank, NJ
07/2023 → 09/2023

Jpmorgan Chase

New York, NY
11/2023 → Present

Bank Of America, N.A.

Red Bank, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-03-01

Other Firms