Brian Thomas Corley

Current Employers

Employment History

• 02/2011 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 06/2012 → 04/2017
  First Republic Investment Management, Inc.
  San Francisco, CA
• 03/2013 → Present
  Wingspan Insurance Group, Llc
  Carmel, CA
• 10/2014 → 04/2017
  First Republic Securities Company, Llc
  San Francisco, CA
• 05/2017 → Present
  First Republic Securities Company, Llc
  San Francisco, CA
• 05/2017 → Present
  First Republic Investment Management, Inc.
  San Francisco, CA

Previous Registrations

• 2013-12-18 → 2021-02-01
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA
  San Francisco, CA
  Walnut Creek, CA
• 2008-03-14 → 2013-12-17
  Astera Financial Group, Llc
  Carmel, CA
• 2002-08-27 → 2008-03-18
  Wells Fargo Investments, Llc
  Carmel, CA
  Carmel, CA

Other Businesses

(1) I am a registered representative of First Republic Securities Company, LLC, an SEC and FINRA registered broker-dealer. I am an associated person of First Republic Investment Management, Inc. , an SEC registered investment adviser. The majority of my time is devoted to activities for First Republic Investment Management, Inc. Both First Republic Securities Company, LLC and First Republic Investment Management, Inc. are under 'common control' of First Republic Bank. (2) First Republic Investment Management, Inc.; 111 Pine Street, San Francisco CA 94111; 07/2012; Managing Director, Portfolio Manager; Portfolio manager to individually managed investment portfolios; Investment Related; 120 hours/month; 120 hours/month during business hours; Commissions. (3) Golden Gate University; 536 Mission Street, San Francisco, CA 94105; 06/30/2017; Advisory Board Member, Ageno School of Business; Work with the Dean and other faculty on the curriculum, assist in marketing the program and building up alumni support; Not Investment Related; 1 hour/month; 1 hour/month during business hours; No Compensation. (4) First Republic Investment Management dba Eagle Private Insurance; 111 Pine Street, San Francisco CA 94111; 01/2018; Estate & Business Planning Specialist; Provide insurance and financial planning services for prospects and clients of First Republic Bank; Investment Related; 15 hours/month; 15 hours/month during business hours; Commissions, Referral Fees. 5) CSU Monterey Bay/ investment related?: yes/ 100 campus center, seaside, ca, 93955/Educational Establishment/Member of the Investment Committee/Member of a committee with management / supervisor functions/Sit on the investment committee/start date: 6/3/2014/ time reqd during working hours?: yes 6) Diocese of Monterey, Member of investment committee, Member of a committee representing the interests of any third party, start date-5/2/2012, Monterey ca United States-93940

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-30
• S63 Uniform Securities Agent State Law Examination
  1996-05-24

Other Names

• Brian Corley
• Brian Corley