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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-10-11 |
| TX | RA | APPROVED | 2023-10-11 |
Branch Locations
50 Rowes Wharf 4Th Floor, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 01/2014 | 01/2017 |
| Bank Of America, N.A. | San Francisco | CA | 04/2015 | 01/2017 |
| First Republic Securities Company, Llc | San Francisco | CA | 01/2017 | 09/2023 |
| First Republic Investment Management, Inc. | San Francisco | CA | 01/2017 | Present |
| J.P. Morgan Securities Llc | Boston | MA | 09/2023 | Present |
| Jp Morgan Chase Bank, N.A. | Boston | MA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-30 |
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