Maureen A Flanagan

Current Employers

Employment History

• 06/2012 → 04/2017
  First Republic Investment Management Llc
  Newport Beach, CA
• 04/2013 → 04/2017
  First Republic Securities Company, Llc
  Newport Beach, CA
• 04/2017 → 09/2023
  First Republic Securities Company, Llc
  Newport Beach, CA
• 04/2017 → Present
  First Republic Private Wealth Management, Inc.
  Newport Beach, CA
• 09/2023 → Present
  J.P. Morgan Securities Llc
  Newport Beach, CA
• 10/2023 → Present
  Jpmorgan Chase Bank, N.A
  Newport Beach, CA

Previous Registrations

• 2013-06-25 → 2025-03-20
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA
  Newport Beanch, CA
• 2005-04-18 → 2006-09-26
  Zions Capital Advisors, Inc.
  Irvine, CA
• 2004-04-02 → 2004-10-28
  First American Trust
  Santa Ana, CA
• 2003-01-22 → 2004-02-02
  Cibc Private Wealth Advisors, Inc.
  Newport Beach, CA

Other Businesses

Name: Serving People in Need, SPIN Address: 151 Kalmus Drive, H-2, Costa Mesa, CA 92626 Investment-related: No Nature of the business: charitiable organization assisting the homeless fiding housing and rebuilding their lives Role: Board Member, Treasurer Start Date: December 15, 2011 Description of duties: Board related duties Number of hours each month: 5 hours Number of hours during trading: 2 hours Name: Newport Bay Conservancy Address: 2301 University Drive, Newport Beach, CA 92660 Investment-related: No Nature of the business: The Newport Bay Conservancy is focused exclusively on the protection and preservation of Upper Newport Bay. Role: Naturalist Start Date: 09/30/2010 Description of duties: As a trained naturalist I lead the kayak tours. Number of hours each month: 6 Number of hours during trading: 0

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-07-08

Designations

Other Names

• Maureen Anne Gallogly
• Maureen Flanagan Gallogly
• Maureen Anne Flanagan