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20 University Road 4Th Floor, Cambridge, MA 02138-5815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-01-19 |
Branch Locations
500 108Th Avenue Ne Suite 1100, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management, Inc. | Bellevue | WA | 02/2020 | 01/2024 |
| Wells Fargo Bank | Bellevue | WA | 11/2013 | 02/2020 |
| First Republic Securities Company, Llc | Bellevue | WA | 09/2021 | 01/2024 |
| J.P. Morgan Securities Llc | Bellevue | WA | 09/2023 | 01/2024 |
| Catalytic Wealth Management | Cambridge | WA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-28 |
| S65 | Uniform Investment Adviser Law Examination | 1997-03-12 |
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