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20 University Road 4Th Floor, Cambridge, MA 02138-5815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-09 |
Branch Locations
75 Hawthorne St Suite 2300, San Francisco, CA 94015 • United States
20 University Road 4Th Floor, Cambridge, MA 02138-5815 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management, Inc | San Francisco | CA | 04/2022 | 07/2025 |
| First Republic Securities Company, Llc | San Francisco | CA | 01/2023 | 10/2023 |
| Robert Half | San Francisco | CA | 11/2021 | 03/2022 |
| University Of California San Diego | La Jolla | CA | 09/2019 | 09/2021 |
| Unemployed | San Francisco | CA | 09/2021 | 10/2021 |
| Diablo Valley College | Pleasant Hill | CA | 02/2016 | 09/2019 |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2023 | 07/2025 |
| Jp Morgan Chase Bank, N.A. | San Francisco | CA | 10/2023 | 07/2025 |
| Gc Wealth Management Ria, Llc | San Francisco | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-25 |
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