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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-09 |
| WA | RA | APPROVED | 2026-03-06 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
12352 Lake City Way Unit A, Seattle, WA 98125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management, Inc. | Palo Alto | CA | 08/2016 | 05/2019 |
| First Republic Securities Company, Llc | Palo Alto | CA | 01/2018 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Mateo | CA | 09/2019 | 02/2026 |
| Unemployed | Foster City | CA | 06/2019 | 08/2019 |
| Ieq Capital Llc | Foster City | CA | 06/2019 | 06/2019 |
| Bank Of America N.A. | San Mateo | CA | 04/2020 | 02/2026 |
| &Partners | Nashville | TN | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-05 |
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