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520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-05-14 |
Branch Locations
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • 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 Investment Management, Inc | Bellevue | WA | 04/2016 | 09/2023 |
| First Republic Securities Company, Llc | Bellevue | WA | 04/2016 | 09/2023 |
| J.P. Morgan Securities Llc | Bellevue | WA | 09/2023 | 07/2024 |
| Lion Street Financial | Austin | TX | 08/2024 | Present |
| Lion Street Advisors | Austin | TX | 08/2024 | Present |
| Citizens Private Wealth | Camas | WA | 05/2026 | Present |
| Citizens Bank Na | Camas | WA | 05/2026 | Present |
Camas Investment Group, LLC Non-Investment Related 1919 NW 40th Ave Camas, WA 98067 Business Consulting Managing Member Managing Member - 100% owner 5/31/2024 10 hrs per month 0 Executive oversight. Provide business consulting services to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-08 |
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