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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2023-06-07 |
| TX | RA | APPROVED_RES | 2023-06-02 |
Branch Locations
53 State Street Suite 3600, Boston, MA 02109-1875 • United States
Beverly, MA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Boston | MA | 03/2013 | 05/2021 |
| Jp Morgan Chase Bank Na | Boston | MA | 03/2013 | 05/2021 |
| First Republic Securities Company, Llc | Boston | MA | 05/2021 | 06/2023 |
| First Republic Investment Management, Inc. | Boston | MA | 05/2021 | 06/2023 |
| Rbc Capital Markets, Llc | Boston | MA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-09 |
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