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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-27 |
| TX | RA | APPROVED | 2023-04-26 |
Branch Locations
4660 La Jolla Drive, Suite 200, San Diego, CA 92122 • United States
2029 Century Park East, Floor 37, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company, Llc | San Diego | CA | 10/2014 | 04/2023 |
| First Republic Investment Management, Inc. | San Diego | CA | 10/2014 | 04/2023 |
| J.P. Morgan Securities Llc | La Jolla | CA | 04/2023 | Present |
| Jpmorgan Chase Bank, Na. | La Jolla | CA | 04/2023 | Present |
Effective 4/26/2023 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-01 |
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