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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-26 |
| TX | RA | APPROVED_RES | 2024-03-26 |
Branch Locations
1 Front Street, San Francisco, CA 94111 • United States
1656 N California Blvd, Floor 02, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company, Llc | San Francisco | CA | 10/2012 | 09/2023 |
| First Republic Investment Management, Inc | San Francisco | CA | 10/2012 | Present |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2023 | Present |
| Jpmorgan Chase Bank, Na. | San Francisco | CA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-10-02 |
| S65 | Uniform Investment Adviser Law Examination | 2006-09-15 |
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