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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-06-28 |
| CA | RA | APPROVED | 2014-10-09 |
Branch Locations
1730 S El Camino Real, San Mateo, CA 94402 • United States
80 Cabrillo Hwy N Ste E, Half Moon Bay, CA 94019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | San Jose | CA | 10/2014 | Present |
| Adam C. Green Watches | Half Moon | CA | 08/2024 | Present |
| Jpmorgan Chase Bank, N.A. | San Mateo | CA | 10/2014 | Present |
| Adam & Anne Green Rental Properties | Arnold | CA | 10/2020 | 10/2025 |
| Acg Ventures | Half Moon Bay | CA | 10/2024 | Present |
Entity Name: ACG Ventures Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/10/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This partnership with my wife and I was set up to manage all the rental properties we have together. This was recommended versus having each one managed separately. Ideally this was removed the current rental and ACG Ventures currently in place. Entity Name: Adam C. Green Watches Investment related: No Address: Half Moon, CA 94019 Nature of the other business: Jewelry Position/Title/Relationship: Owner/Partner Start Date: 08/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Buy and sell new and used watches
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-19 |
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