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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-30 |
| NY | RA | APPROVED | 2023-09-06 |
Branch Locations
277 Park Avenue, New York, NY 10172 • United States
2029 Century Park E, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 08/2018 | 01/2023 |
| Bank Of America, N.A. | New York | NY | 08/2018 | 01/2023 |
| Wells Fargo Bank | New York | NY | 04/2014 | 08/2018 |
| First Republic Investment Management, Inc. | New York | NY | 01/2023 | Present |
| First Republic Securities Company, Llc | New York | NY | 01/2023 | Present |
| J.P. Morgan Securities Llc | New York | NY | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-26 |
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