Christina Tuzza

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-04-18
NY	RA	APPROVED	2024-04-17

Branch Locations

925 Westchester Avenue Floor 04, White Plains, NY 10604 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	White Plains	NY	07/2015	10/2021
First Republic Securities Company Llc	Greenwich	CT	10/2021	09/2023
First Republic Investment Management, Inc.	White Plains	NY	10/2021	Present
J.P. Morgan Securities Llc	White Plains	NY	09/2023	Present
Jp Morgan Chase Bank, N.A.	White Plains	NY	10/2023	Present

07/2015 → 10/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

White Plains, NY
10/2021 → 09/2023

First Republic Securities Company Llc

Greenwich, CT
10/2021 → Present

First Republic Investment Management, Inc.

White Plains, NY
09/2023 → Present

J.P. Morgan Securities Llc

White Plains, NY
10/2023 → Present

Jp Morgan Chase Bank, N.A.

White Plains, NY

2021-10-18 → 2025-03-21

J.P. Morgan Private Wealth Advisors Llc

Greenwich, CT

White Plains, NY

Scarsdale, NY
2015-09-02 → 2021-10-19

Merrill Lynch, Pierce, Fenner & Smith Incorporated

White Plains, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-09-30

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