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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-01 |
Branch Locations
50 Rowes Wharf 4Th Floor, Boston, MA 02110 • United States
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management, Inc | Boston | MA | 04/2022 | Present |
| First Republic Securities Company, Llc | Boston | MA | 05/2023 | 10/2023 |
| Julie A. Shank | Natick | MA | 07/2018 | 04/2022 |
| Recreational Equipment Incorporated (R.E.I.) | Framingham | MA | 04/2017 | 04/2022 |
| Megan Craigan | Wellesley | MA | 05/2014 | 07/2016 |
| Boston Ski And Tennis | Needham | MA | 08/2016 | 11/2016 |
| La Fitness | Framingham | MA | 01/2017 | 03/2017 |
| Quinsigamond Community College | Worcester | MA | 05/2021 | 12/2021 |
| Quinsigamond Community College | Worcester | MA | 01/2022 | 05/2022 |
| J.P. Morgan Securities Llc | Boston | MA | 09/2023 | Present |
| Jp Morgan Chase Bank, N.A. | Boston | MA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-16 |
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