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950 Tower Ln Ste 1900, Foster City, CA 94404-2131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-20 |
| NY | RA | APPROVED | 2024-05-20 |
Branch Locations
950 Tower Ln Ste 1900, Foster City, CA 94404-2131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Bank | New York | NY | 10/2010 | 06/2022 |
| First Republic Securities Company, Llc | New York | NY | 04/2013 | 06/2022 |
| Bailard, Inc | Foster City | CA | 12/2023 | Present |
| Unemployed | Brooklyn | NY | 07/2022 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-15 |
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