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20 University Road 4Th Floor, Cambridge, MA 02138-5815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2023-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company, Llc | Jackson | WY | 11/2020 | 09/2023 |
| First Republic Investment Management, Inc | Jackson | WY | 06/2019 | 09/2023 |
| Sands Whitewater | Jackson | WY | 05/2017 | 08/2017 |
| Local Restaurant & Bar | Jackson | WY | 12/2018 | 06/2019 |
| Four Seasons Hotels And Resorts | Teton Village | WY | 05/2018 | 03/2019 |
| Summit Canyon Mountaineering | Grand Junction | CO | 05/2016 | 12/2017 |
| Colorado Mesa University | Grand Junction | CO | 08/2013 | 05/2018 |
| Powderhorn Mountain Resort | Mesa | CO | 12/2016 | 03/2017 |
| Roasted Espresso And Subs | Grand Junction | CO | 03/2017 | 05/2017 |
| The Handle Bar At The Four Seasons | Teton Village | WY | 12/2017 | 04/2018 |
| Catalytic Wealth Management | Cambridge | MA | 09/2023 | Present |
Owner of Chelsea Toledo Photography - Photography/Art, non-investment related, spend 15 hours/month (0 trading hours)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-04 |
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