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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2025-12-03 |
| RI | RA | APPROVED | 2025-11-21 |
| TX | RA | APPROVED_RES | 2024-08-26 |
| NH | RA | APPROVED | 2023-07-22 |
| FL | RA | APPROVED | 2023-07-05 |
| CT | RA | APPROVED | 2023-07-03 |
| NJ | RA | APPROVED | 2023-06-27 |
| CA | RA | APPROVED | 2023-06-22 |
Branch Locations
One Post Office Square 35Th Floor, Boston, MA 02109 • United States
Naples, FL • 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 | Boston | MA | 02/2012 | 04/2017 |
| First Republic Investment Management | Boston | MA | 02/2012 | 04/2017 |
| First Republic Securities Company, Llc | Boston | MA | 04/2017 | 06/2023 |
| First Republic Investment Management, Inc. | Boston | MA | 04/2017 | 06/2023 |
| Ubs Financial Services Inc | Boston | MA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-23 |
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