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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-04 |
| OR | RA | APPROVED | 2024-04-01 |
Branch Locations
560 Mission Street, San Francisco, CA 94105 • United States
805 Sw Broadway, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management | Portland | OR | 01/2011 | 10/2023 |
| First Republic Securities Company | Portland | OR | 03/2015 | 10/2023 |
| J.P. Morgan Securities Llc | Portland | OR | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Portland | OR | 10/2023 | Present |
| Tackle Ai, Llc | Schaumburg | IL | 11/2024 | Present |
Entity Name: Tackle AI, LLC Investment related: No "Address: https://www.tackleai.com/ 475 N Martingale Rd Suite 1050 Schaumburg, IL 60173" Nature of the other business: Technology Position/Title/Relationship: Owner/Partner Start Date: 11/05/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: TackleAI is a leading artificial intelligence company, specializing in medical summary reviews, large-scale redactions and cyber breach notification lists. I have no responsibilities with the company, they have no affiliation with my role at JPMC or connection. I will just be a capital investor in a convertible note they are offering. Name: Transitional Youth Address: Portland, OR Investment-related: No Nature of the business: Transitional Youth serves homeless youth in Portland Oregon. Role: Board Member Start Date: 04/01/2022 Description of duties: Help the organizations mission of decreasing the cycle of homelessness. Number of hours each month: 2 Number of hours during trading: 0 Name: NOE International Address: PO Box 33152 Portland OR 97292 Investment-related: No Nature of the business: NOE stands for New Opportunities in Education. They offer accredited English programs that prepare students for college in low-income neighborhoods of Mexico. Their programs include art and music classes that aren't available in the schools as well as basketball teams that build cooperation skills and discipline. Everything at NOE starts with real-life skills classes offered to folks in low-income neighborhoods. Role: Board of Directors Start Date: 04/12/2018 Description of duties: I recently applied and was accepted to the board of directors. I will be helping to support the organization in their mission as part of this board service. Number of hours each month: 2 Number of hours during trading: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-29 |
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