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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-21 |
| TX | RA | APPROVED | 2023-11-20 |
Branch Locations
3825 Pga Blvd 8Th And 9Th Floor, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management, Inc. | Palm Beach | FL | 11/2015 | 04/2017 |
| First Republic Securities Company, Llc | Palm Beach | FL | 11/2015 | 04/2017 |
| First Republic Securities Company, Llc | Palm Beach | FL | 04/2017 | 09/2023 |
| First Republic Investment Management, Inc. | Palm Beach | FL | 04/2017 | Present |
| J.P. Morgan Securities Llc | Palm Beach Gardens | FL | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Palm Beach Gardens | FL | 10/2023 | Present |
Name: Jupiter Medical Center Foundation 1210 S. Old Dixie Hwy Jupiter FL 33458; Investment-related: No; Nature of Business: a group of business leaders in northern Palm Beach county that meet on a quarterly basis; Role: Member; Duties: helping to bring awareness to the Jupiter Medical Center; Start date: 1/1/2018; Number of hours each month: 1; Number of hours during trading: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-01 |
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