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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-04 |
| TX | RA | APPROVED_RES | 2024-04-04 |
Branch Locations
925 Westchester Avenue Floor 04, White Plains, NY 10604 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | White Plains | NY | 05/1998 | 09/2022 |
| Bank Of America, N.A. | White Plains | NY | 11/2009 | 09/2022 |
| First Republic Securities Company, Llc | White Plains | NY | 09/2022 | 09/2023 |
| First Republic Investment Management, Inc. | White Plains | NY | 09/2022 | Present |
| J.P. Morgan Securities Llc | West Harrison | NY | 09/2023 | Present |
| 615 Hall Llc | Yorktown Heights | NY | 12/2023 | Present |
| 745 Iris Llc | Yorktown Heights | NY | 12/2023 | Present |
| Jpmorgan Chase Bank, N.A. | West Harrison | NY | 10/2023 | Present |
| 301 S Gulfview Blvd Llc | Yorktown Heights | NY | 10/2024 | Present |
| 20040 Gulf Blvd 504 Llc | Yorktown Heights | NY | 10/2024 | Present |
| 3101 Bayshore Blvd Llc | Yorktown Heights | NY | 09/2025 | Present |
Entity Name: 3101 Bayshore Blvd LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 09/29/2025 Approximate # of hours a Week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental Property Entity Name: 20040 Gulf Blvd 504 LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/14/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: rental property Entity Name: 301 S gulfview blvd LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/08/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental Property Entity Name: 745 Iris LLC Investment related: No Address: Yorktown Heights NY 10598 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/06/2023 Approximate # of hours a week 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental Property Entity Name: 615 Hall LLC Investment related: No Address: Yorktown Heights NY 10598 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/20/2023 Approximate # of hours a week 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental Property 1) Rental Property Investment related: Address of business: Indian Shores, Florida 33785 Nature of business: Position, title, association: Start date of relationship: 10/23/2019 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 2) Name and address: 46 Upland LLC, 745 Iris Court, Yorktown Heights NY, 10598 Investment-related: No Nature of Business: LLC set up to hold an investment property. Position: Owner | Member of LLC Description of duties: Owner | Member of LLC Start Date: 10/24/2022 Approx number of hour each month: 1 Number of hours during trading: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-07-09 |
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