Gloria Infante

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-04-04
CA	RA	APPROVED	2024-03-08

Branch Locations

1 Front Street, San Francisco, CA 94111 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Palo Alto	CA	10/2009	07/2019
First Republic Securities Company, Llc	Palo Alto	CA	07/2019	10/2023
First Republic Investment Management, Inc.	Palo Alto	CA	07/2019	Present
J.P. Morgan Securities Llc	Palo Alto	CA	09/2023	Present
Jpmorgan Chase Bank, N.A.	Palo Alto	CA	10/2023	Present

10/2009 → 07/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Palo Alto, CA
07/2019 → 10/2023

First Republic Securities Company, Llc

Palo Alto, CA
07/2019 → Present

First Republic Investment Management, Inc.

Palo Alto, CA
09/2023 → Present

J.P. Morgan Securities Llc

Palo Alto, CA
10/2023 → Present

Jpmorgan Chase Bank, N.A.

Palo Alto, CA

2019-07-26 → 2025-03-21

J.P. Morgan Private Wealth Advisors Llc

Palo Alto, CA
2009-10-23 → 2019-07-29

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Menlo Park, CA

Palo Alto, CA
2006-11-02 → 2009-10-23

Banc Of America Investment Services, Inc.

Palo Alto, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-10-31

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