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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-26 |
| TX | RA | APPROVED_RES | 2024-03-26 |
Branch Locations
2029 Century Park East, Floor 37, Los Angeles, CA 90067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company Llc | Los Angeles | CA | 12/2015 | 04/2017 |
| First Republic Investment Management, Inc | Los Angeles | CA | 12/2015 | 04/2017 |
| First Republic Securities Company, Llc | Los Angeles | CA | 04/2017 | 10/2023 |
| First Republic Investment Management, Inc. | Los Angeles | CA | 04/2017 | Present |
| J.P. Morgan Securities Llc | Los Angeles | CA | 09/2023 | Present |
| Jp Morgan Chase Bank, N.A. | Los Angeles | CA | 10/2023 | Present |
Name: Boys Hope, Girls Hope of Southern California Address: Irvine, California Investment-related: No Nature of the business: non-profit charity Role: Board Member Start Date: January, 2000 Description of duties: Board related duties Number of hours each month: 4 hours Number of hours during trading: None
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-04 |
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