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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-10-26 |
| TX | RA | APPROVED | 2023-10-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management, Inc. | Boston | MA | 05/2022 | Present |
| First Republic Securities Company, Llc | Boston | MA | 02/2023 | 10/2023 |
| Brown Brother's Harriman | Boston | MA | 01/2022 | 06/2022 |
| Postal Realty Trust | Cedarhurst | NY | 06/2021 | 12/2021 |
| Fairfield University | Fairfield | CT | 05/2017 | 05/2021 |
| Xavierian Brother's High School | Westwood | MA | 05/2014 | 05/2017 |
| J.P. Morgan Securities Llc | Boston | MA | 09/2023 | Present |
| Jp Morgan Chase Bank, N.A. | Boston | MA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-25 |
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