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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-30 |
Branch Locations
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
300 Madison Avenue 29Th Floor, New York, NY 10017 • 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 | 11/2022 | 09/2023 |
| First Republic Investment Management, Inc. | New York | NY | 06/2022 | 09/2023 |
| The Moses Brown School | Providence | RI | 09/2014 | 09/2018 |
| Boston University | Boston | MA | 09/2018 | 05/2020 |
| Homesite Insurance | Boston | MA | 06/2020 | 08/2020 |
| Boston University | Boston | MA | 09/2020 | 05/2021 |
| First Republic Bank | Boston | MA | 06/2021 | 08/2021 |
| Boston University | Boston | MA | 09/2021 | 05/2022 |
| J.P. Morgan Securities Llc | New York | NY | 09/2023 | 03/2024 |
| Hightower Advisors, Llc | New York | NY | 09/2025 | Present |
| First Eagle Investment Management | New York | NY | 11/2024 | 09/2025 |
| Unemployed | New York | NY | 03/2024 | 11/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-01 |
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