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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-07-09 |
| TX | RA | APPROVED | 2024-07-05 |
Branch Locations
45 Rockefeller Plaza, New York, NY 10111 • United States
115 Federal St, Floor 23, Boston, MA 02110 • 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 | 12/2015 | 04/2017 |
| First Republic Investment Management, Inc. | Boston | MA | 12/2015 | 04/2017 |
| First Republic Securities Company, Llc | San Francisco | CA | 04/2017 | 09/2023 |
| First Republic Investment Management, Inc. | San Francisco | CA | 04/2017 | 09/2023 |
| J.P. Morgan Securities Llc | Boston | MA | 09/2023 | 07/2024 |
| Jp Morgan Chase Bank, N.A. | Boston | MA | 10/2023 | 07/2024 |
| Rockefeller Financial Llc | Boston | MA | 07/2024 | Present |
Name: MetroWest Health Foundation Address: Framingham, MA Investment-related: No Nature of the business: non-profit organization with a focus on independent health philanthropy. The Foundation meets the health needs of the region's resident by supporting community-based and community-driven programs Role: Board Member, member of the Investment Committee Start Date: February, 2017 Description of duties: I will be serving on the Investment Committee along with several other members, deciding on asset allocation and manager selection with assistance from an oustide investment consultant Number of hours each month: 2 hours Number of hours during trading: None
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-02 |
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