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66 Husdson Boulevard East, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-21 |
Branch Locations
445 North Bedford Drive 3Rd Floor, Beverly Hills, CA 90210 • United States
One Embarcadero Center 34Th Floor, San Francisco, CA 94111 • United States
1441 Brickell Avenue, 16Th Floor, Miami, FL 33131 • United States
66 Hudson Boulevard 29Th Floor, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management | San Francisco | CA | 01/2014 | 09/2023 |
| First Republic Securities Company Llc | San Francisco | CA | 01/2014 | 09/2023 |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2023 | 04/2025 |
| Jp Morgan Chase Bank, N.A. | San Francisco | CA | 09/2023 | 04/2025 |
| Hsbc Securities (Usa) Inc | San Francisco | CA | 04/2025 | Present |
| Hsbc Bank Usa, N.A, | San Francisco | CA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-16 |
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