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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-02 |
| CA | RA | APPROVED | 2024-12-26 |
Branch Locations
221 Main Street Suite 1340, San Francisco, CA 94105 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Bank | San Francisco | CA | 08/2015 | 07/2023 |
| First Republic Securities Company, Llc | San Francisco | CA | 01/2017 | 10/2023 |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2023 | 04/2024 |
| Jp Morgan Chase Bank, N.A. | San Francisco | CA | 10/2023 | 04/2024 |
| Morgan Stanley | San Francisco | CA | 10/2024 | Present |
| Unemployed | San Francisco | CA | 05/2024 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-20 |
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