Peter Morton

Port Orchard, WA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-19
WA	RA	APPROVED	2025-03-03

Branch Locations

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

Organization	City	State	From	To
First Republic Securities Company, Llc	San Francisco	CA	08/2018	09/2023
Skyhawks Sports	Tacoma	WA	07/2016	09/2016
Santa Clara University	Santa Clara	CA	09/2016	06/2018
First Republic Investment Management, Inc.	San Francisco	CA	08/2018	11/2024
J.P. Morgan Securities Llc	New York	NY	09/2023	11/2024
Jp Morgan Chase Bank, N.A.	San Francisco	CA	10/2023	11/2024
Cfa Institute	Pleasant Hill	CA	11/2024	03/2025
Hawkins Investment Counsel, Llc	Pleasant Hill	CA	03/2025	Present

08/2018 → 09/2023

First Republic Securities Company, Llc

San Francisco, CA
07/2016 → 09/2016

Skyhawks Sports

Tacoma, WA
09/2016 → 06/2018

Santa Clara University

Santa Clara, CA
08/2018 → 11/2024

First Republic Investment Management, Inc.

San Francisco, CA
09/2023 → 11/2024

J.P. Morgan Securities Llc

New York, NY
10/2023 → 11/2024

Jp Morgan Chase Bank, N.A.

San Francisco, CA
11/2024 → 03/2025

Cfa Institute

Pleasant Hill, CA
03/2025 → Present

Hawkins Investment Counsel, Llc

Pleasant Hill, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-12-08