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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-13 |
| CA | RA | APPROVED | 2023-10-12 |
Branch Locations
560 Mission Street, San Francisco, CA 94105 • United States
2100 El Camino Real, Palo Alto, CA 94306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company, Llc | Palo Alto | CA | 05/2012 | 04/2017 |
| First Republic Securities Company, Llc | Palo Alto | CA | 04/2017 | 09/2023 |
| First Republic Investment Management, Inc. | Palo Alto | CA | 04/2017 | Present |
| First Republic Investment Management, Inc. | Palo Alto | CA | 05/2012 | 04/2017 |
| J.P. Morgan Securities Llc | Palo Alto | CA | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Palo Alto | CA | 10/2023 | Present |
Entity Name: Hope Management LLC - Vineyard Investment Partner Investment related: "Address: 8301 St Helena Hwy, Napa, CA 94558 www.onehopewine.com" Nature of the other business: Hospitality Position/Title/Relationship: Owner/Partner Start Date: 06/12/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Real estate and hospitality company / winery in Napa, CA. I am a passive investor with no responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-03 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-09 |
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