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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-30 |
| CA | RA | APPROVED | 2023-09-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company | Los Angeles | CA | 06/2010 | 09/2023 |
| First Republic Investment Management, Inc. | Los Angeles | CA | 06/2010 | Present |
1) Name: Temple Emanuel of Beverly Hills Address: 300 N. Clark Drive, Beverly Hills, California 90211 Investment-related: Investment Committee Nature of the business: non-profit religious institution Role: Board Member and member of Investment Committee Start Date: 6/1/2018 Description of duties: board member dealing with issues of the institution and Investment oversight on assets Number of hours each month: 4 Number of hours during trading: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-20 |
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