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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-24 |
| WA | RA | APPROVED | 2025-03-24 |
| CA | RA | APPROVED | 2024-06-17 |
Branch Locations
10885 Ne 4Th Street Suite 200, Bellevue, WA 98004 • United States
1 Front Street, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Bank | Seattle | WA | 02/2020 | 07/2023 |
| Wells Fargo Bank Na | Seattle | WA | 07/2010 | 02/2020 |
| J.P. Morgan Securities Llc | Bellevue | WA | 01/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Bellevue | WA | 07/2023 | Present |
Entity Name: heydoh Investment related: No Address: https://heydoh.co/ Nature of the other business: Food Condiments Position/Title/Relationship: Owner/Partner Start Date: 10/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: financial investment Entity Name: quantom llc Investment related: No Address: New Haven, CT Nature of the other business: Technology Position/Title/Relationship: Owner/Partner Start Date: 07/06/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: financial investment Entity Name: Industrious Holdings, LLC Investment related: No "Address: 231 Dexter Ave Seattle, WA 98105" Nature of the other business: Health & Fitness Position/Title/Relationship: Board Member Start Date: 10/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Health and fitness, shareholder. Entity Name: Industrious Franchisor, LLC Investment related: No "Address: 231 Dexter Ave Seattle, WA 98105" Nature of the other business: Health & Fitness Position/Title/Relationship: Board Member Start Date: 10/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Health and Fitness, shareholder. Entity Name: Terrestrial Energy Investment related: No "Address: Terrestrial Energy Inc.9319 Robert D. Snyder Rd.Portal 316Charlotte, North Carolina 28223" Nature of the other business: Nuclear Energy Company Position/Title/Relationship: Owner/Partner Start Date: 06/12/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Nuclear energy company. Investor"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-25 |
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