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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-25 |
| CA | RA | APPROVED | 2023-10-24 |
Branch Locations
2029 Century Park East, Floor 37, Los Angeles, CA 90067 • United States
Los Angeles, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. | Los Angeles | CA | 06/2015 | 11/2017 |
| First Republic Investment Management, Inc. | Los Angeles | CA | 12/2017 | Present |
| First Republic Securities Company, Llc | Los Angeles | CA | 12/2017 | 10/2023 |
| J.P. Morgan Securities Llc | Los Angeles | CA | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Los Angeles | CA | 10/2023 | Present |
| Blonsky'S Gourmet, Llc | Miami Beach | FL | 02/2026 | Present |
Entity Name: BLONSKY'S GOURMET, LLC Investment related: No Address: 3921 N. Meridian Ave Ste. C Miami Beach, FL 33140 https://www.saucy-gourmet.com/ Nature of the other business: Food & Beverage Position/Title/Relationship: Owner/Partner Start Date: 02/06/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: invest in BLONSKY"S GOURMET, LLC. David Blonsky is the founder and is a renowned chef. The subscription allows me to invest in his first round of raising funds for his product line that is currently selling in locations such as Whole Foods, Erewhon, Kroger, Walmart, etc. The products include yogurt, salsas, and condiments. I will not hold a position in the company nor will I help with any day to day operations. This is not tied to finance or my wealth mgmt role. 1) AK Sushi LLC; not investment-related; Venice CA; Restaurant; passive member of LLC eff 2/2/2021; 0 hrs per month; 0 hrs during securities trading; LLC was designed as 1 of 2 of the investment vehicles to invest in Owa.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-02 |
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