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20 University Road 4Th Floor, Cambridge, MA 02138-5815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-01-19 |
Branch Locations
500 108Th Avenue Ne Suite 1100, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company, Llc | Bellevue | WA | 01/2022 | 01/2024 |
| Wells Fargo Bank | Bellevue | WA | 09/2017 | 02/2020 |
| Travel | Burnaby | 11/2016 | 09/2017 | |
| Hsbc Bank Canada | Vancouver | 08/2015 | 11/2016 | |
| First Republic Bank | Bellevue | WA | 02/2020 | 01/2022 |
| First Republic Investment Management, Inc | Bellevue | WA | 01/2022 | 01/2024 |
| J.P. Morgan Securities Llc | Bellevue | WA | 09/2023 | 01/2024 |
| Catalytic Wealth Management | Cambridge | MA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-04 |
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