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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-02 |
| TX | RA | APPROVED | 2024-05-02 |
Branch Locations
2725 Sand Hill Road Pwm, Menlo Park, CA 94025 • United States
555 California Street Pwm, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Frnacisco | CA | 08/2014 | 04/2021 |
| First Republic Investment Management, Inc | San Francisco | CA | 04/2021 | 09/2023 |
| First Republic Securities Company, Llc | San Francisco | CA | 04/2021 | 09/2023 |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2023 | 04/2024 |
| Morgan Stanley | Menlo Park | CA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-22 |
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