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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-16 |
| CA | RA | APPROVED | 2024-04-19 |
Branch Locations
101 California Street Suite 4200, San Francisco, CA 94111 • United States
444 W. Lake Street Suite 4700, Chicago, IL 60606 • 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 | 10/2015 | 09/2023 |
| First Republic Investment Management, Inc. | San Francisco | CA | 10/2015 | 04/2024 |
| Jp Morgan Chase Bank, N.A. | San Francisco | CA | 09/2023 | 04/2024 |
| Cresset Asset Management, Llc | Chicago | IL | 04/2024 | Present |
Name: Trust Account Investment-Related: No Position/ Title: First Successor Trustee Duties: Mr. Huang is listed as a first successor and will act in the capacity of trustee for a friends account.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-22 |
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