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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-22 |
| TX | RA | APPROVED | 2024-04-19 |
Branch Locations
3507 Kyoto Gardens Dr Florida Pwm Palm Beach, Palm Beach Gardens, FL 33410 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Boca Raton | FL | 06/2013 | 05/2021 |
| First Republic Investment Management, Inc | Jupiter | FL | 05/2021 | 04/2024 |
| First Republic Securities Company, Llc | Jupiter | FL | 05/2021 | 10/2023 |
| J.P. Morgan Securities Llc | Jupiter | FL | 09/2023 | 04/2024 |
| Jp Morgan Chase Bank, N.A. | Jupiter | FL | 10/2023 | 04/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach | FL | 04/2024 | Present |
| Bank Of America N.A. | Palm Beach Gardens | FL | 05/2024 | Present |
I*4853278, Entity Type: Entity Charitable, Name of OBA: Junior League of the Palm Beaches, Address: West Palm Beach, Florida, 33409, Investment Related: N, Position, Title, Association: ["Committee"], Employee Start Date: 07/25/2026, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties: Connect new members with the experienced members of the league to deepen their knowledge and connection within the organization. The purpose of the organization is to advance women¿s leadership for meaningful community impact through volunteer action and collaboration, and its exclusively charitable.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-04 |
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