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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-27 |
| CA | RA | APPROVED | 2023-11-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palo Alto | CA | 10/2019 | 08/2022 |
| Unemployed | Belmont | CA | 05/2018 | 10/2019 |
| Lazard Asset Management | San Francisco | CA | 09/2011 | 05/2018 |
| First Republic Securities Company, Llc | Palo Alto | CA | 08/2022 | 10/2023 |
| First Republic Investment Management, Inc. | Palo Alto | CA | 08/2022 | Present |
| J.P. Morgan Securities Llc | Palo Alto | CA | 09/2023 | Present |
| Jp Morgan Chase Bank, N.A. | Palo Alto | CA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-02 |
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