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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-21 |
| TX | RA | APPROVED_RES | 2024-10-18 |
Branch Locations
555 California Street Pwm, San Francisco, CA 94104 • 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 Bank | San Francisco | CA | 05/2012 | 07/2023 |
| First Republic Securities Company | San Francisco | CA | 05/2012 | 10/2023 |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2023 | 10/2024 |
| Jp Morgan Chase Bank, N.A. | San Francisco | CA | 10/2023 | 10/2024 |
| Morgan Stanley Smith Barney Llc | San Francisco | CA | 10/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-17 |
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