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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-26 |
| CA | RA | APPROVED | 2023-06-05 |
Branch Locations
1999 Harrison Street Suite 2200, Oakland, CA 94612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company, Llc | San Francisco | CA | 10/2022 | 04/2023 |
| First Republic Investment Management, Inc | San Francisco | CA | 08/2022 | 04/2023 |
| Naturally Bay Area | San Mateo | CA | 06/2021 | 12/2021 |
| Perfect Day Foods | Berkeley | CA | 06/2021 | 08/2021 |
| Graduate Glass | San Mateo | CA | 05/2020 | 09/2020 |
| Aurora Organic Dairy | Boulder | CO | 06/2019 | 09/2019 |
| Northwestern Mutual | San Francisco | CA | 12/2020 | 06/2021 |
| Nordstrom Hillsdale | Belmont | CA | 06/2018 | 09/2018 |
| Macy's Department Store Hillsdale | Belmont | CA | 06/2017 | 08/2017 |
| Sixto's Cantina | Burlingame | CA | 06/2017 | 09/2017 |
| Unemployed | San Mateo | CA | 08/2016 | 06/2017 |
| Unemployed | San Mateo | CA | 09/2017 | 06/2018 |
| Unemployed | San Mateo | CA | 09/2018 | 06/2019 |
| Unemployed | San Mateo | CA | 09/2019 | 05/2020 |
| Unemployed | San Mateo | CA | 01/2022 | 08/2022 |
| Morgan Stanley | Oakland | CA | 04/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-05 |
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