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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-27 |
| CT | RA | APPROVED | 2023-11-21 |
Branch Locations
160 Federal Street, Boston, MA 02110 • United States
50 Rowes Wharf 4Th Floor, Boston, MA 02110 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 06/2014 | 04/2018 |
| Bank Of America, N.A. | Boston | MA | 01/2015 | 04/2018 |
| First Republic Investment Management, Inc. | Boston | MA | 04/2018 | Present |
| First Republic Securities Company, Llc | Boston | MA | 04/2018 | 09/2023 |
| J.P. Morgan Securities Llc | Boston | MA | 09/2023 | Present |
| Jp Morgan Chase Bank, N.A. | Boston | MA | 10/2023 | Present |
Entity Name: Satomic Investment related: No Address: satomic.ai 11585 Sorrento Valley Rd Suite 106 San Diego CA 92129 Nature of the other business: Molecule Foundry Position/Title/Relationship: Owner/Partner Start Date: 08/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Satomic's mission is to close the gap from idea to molecule with faster navigation of chemical space. We are building an automated small molecule foundry to modernize the slowest, most manual step in drug discovery: chemical synthesis. Our platform enables customers to synthesize diverse molecules with faster turnaround time, higher success rates, and orders of magnitude more chemical space coverage than existing alternatives.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-07 |
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