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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-17 |
| TX | RA | APPROVED | 2024-01-17 |
Branch Locations
660 Newport Center Drive Suite 750, Newport Beach, CA 92660 • United States
Los Angeles, CA • United States
2029 Century Park East, Floor 37, Los Angeles, CA 90067 • United States
Valencia, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management, Inc. | Los Angeles | CA | 02/2022 | Present |
| First Republic Securities Company, Llc | Los Angeles | CA | 05/2023 | 10/2023 |
| Starbucks Coffee Company | Santa Clarita | CA | 04/2013 | 02/2022 |
| Los Angeles City Employees' Retirement System | Los Angeles | CA | 08/2020 | 02/2022 |
| J.P. Morgan Securities Llc | Los Angeles | CA | 09/2023 | Present |
| Tbm Sales | Santa Clarita | CA | 01/2019 | 05/2019 |
| Jp Morgan Chase Bank, N.A. | Los Angeles | CA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-04 |
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