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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VI | RA | APPROVED | 2025-04-25 |
| NY | RA | APPROVED | 2025-04-17 |
| TX | RA | APPROVED | 2025-04-17 |
Branch Locations
White Plains, NY • United States
1211 Avenue Of The Americas Suite 3300, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company, Llc | New York | NY | 12/2021 | 09/2023 |
| First Republic Investment Management, Inc. | New York | NY | 06/2016 | 09/2023 |
| J.P. Morgan Securities Llc | New York | NY | 09/2023 | 04/2025 |
| Jp Morgan Chase Bank, N.A. | New York | NY | 10/2023 | 04/2025 |
| Rbc Capital Markets, Llc | New York | NY | 04/2025 | Present |
| City National Bank | New York | NY | 05/2025 | Present |
(1) NAME OF ENTITY: Brescia Ashman Rental Property 1 - Lake Peekskill NY ADDRESS: 10 GIlbert Place White Plains NY 10604 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Other START DATE: 01/05/2004 CAPACITY: Owner DUTIES: Rental property HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours (2) NAME OF ENTITY: Brescia Ashman Rental Property 2 - Newport, RI ADDRESS: 33 Young Street Newport Rhode Island 02840 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Other START DATE: 01/12/2010 CAPACITY: Owner DUTIES: Rental property HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-30 |
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