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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-10 |
| TX | RA | APPROVED | 2025-02-10 |
Branch Locations
555 California Street Pwm, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company, Llc | San Francisco | CA | 08/2023 | 10/2023 |
| First Republic Investment Management, Inc | San Francisco | CA | 08/2022 | 09/2023 |
| Santa Clara University | Santa Clara | CA | 09/2018 | 06/2022 |
| Middle School, High School | Los Angeles | CA | 08/2013 | 06/2018 |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2023 | 01/2025 |
| Jp Morgan Chase Bank, N.A. | San Francisco | CA | 10/2023 | 01/2025 |
| Morgan Stanley | San Francisco | CA | 02/2025 | Present |
*627535 - Webnovel; Investment related: No; California; Art/Culture; Contributor (proprietor, partner, officer, director, employee, trustee, agent); 03/2020; During business hours: 0; After business hours: 4; I write a fantasy series on Webnovel and update weekly or every two weeks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-24 |
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