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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-28 |
| CT | RA | APPROVED | 2024-01-26 |
Branch Locations
160 Federal St, Boston, MA 02110 • United States
2029 Century Park E, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Bank | Boston | MA | 08/2010 | 09/2023 |
| First Republic Investment Management | Boston | MA | 02/2011 | 09/2023 |
| First Republic Securities Company | Boston | MA | 09/2011 | 09/2023 |
| J.P. Morgan Securities Llc | Boston | MA | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-07 |
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