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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-13
NY RA APPROVED 2023-09-06
  • TX RA
    APPROVED
    Since 2025-06-13
  • NY RA
    APPROVED
    Since 2023-09-06

Branch Locations

1230 Avenue Of The Americas, New York, NY 10020 • United States

277 Park Ave, Floors 3 & 36, New York, NY 10172 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Minnesota - Twin Cities Minneapolis MN 05/2016 07/2018
Integrated Equity Management Minneapolis MN 09/2017 06/2018
Integrated Equity Management Minneapolis MN 06/2018 09/2022
First Republic Investment Management, Inc New York NY 10/2022 Present
First Republic Securities Company, Llc New York NY 10/2022 Present
  • 05/2016 → 07/2018
    University Of Minnesota - Twin Cities
    Minneapolis, MN
  • 09/2017 → 06/2018
    Integrated Equity Management
    Minneapolis, MN
  • 06/2018 → 09/2022
    Integrated Equity Management
    Minneapolis, MN
  • 10/2022 → Present
    First Republic Investment Management, Inc
    New York, NY
  • 10/2022 → Present
    First Republic Securities Company, Llc
    New York, NY
Previous Registrations
  • 2022-10-04 → 2025-03-20
    J.P. Morgan Private Wealth Advisors Llc
    New York, NY
  • 2019-08-30 → 2022-10-03
    Bloomington, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-29
  • S66 Uniform Combined State Law Examination
    2019-08-29
Designations

View on SEC IAPD

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