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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-06-28
CA RA APPROVED 2014-10-09
  • TX RA
    APPROVED_RES
    Since 2017-06-28
  • CA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2014 → Present
    Jpmorgan Securities Llc
    San Jose, CA
  • 08/2024 → Present
    Adam C. Green Watches
    Half Moon, CA
  • 10/2014 → Present
    Jpmorgan Chase Bank, N.A.
    San Mateo, CA
  • 10/2020 → 10/2025
    Adam & Anne Green Rental Properties
    Arnold, CA
  • 10/2024 → Present
    Acg Ventures
    Half Moon Bay, CA
Previous Registrations
  • 2014-01-15 → 2014-10-22
    San Jose, CA
  • 2010-09-22 → 2013-06-04
    Msi Financial Services, Inc.
    Walnut Creek, CA
    San Jose, CA
  • 2008-05-16 → 2010-01-21
    Msi Financial Services, Inc.
    Walnut Creek, CA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-13
S63 Uniform Securities Agent State Law Examination 2008-03-19
  • S65 Uniform Investment Adviser Law Examination
    2008-05-13
  • S63 Uniform Securities Agent State Law Examination
    2008-03-19
Other Names
  • Adam Green
  • Adam Christopher Green
  • Adam C Green

View on SEC IAPD

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