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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-24 |
| OR | RA | APPROVED | 2015-10-07 |
Branch Locations
61479 S Hwy 97, Bend, OR 97702 • United States
550 N.E. 3Rd Street, Prineville, OR 97754 • United States
568 Sw 5Th Street, Redmond, OR 97756 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Redmond | OR | 08/2015 | Present |
| Harris Five Properties Llc | Sunriver | OR | 04/2026 | Present |
Entity Name: Harris Five Properties LLC Investment related: No Address: Sunriver, OR Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 04/01/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Short Term Vacation Rental Company Entity Name: Sole Prop: Redmond OR Investment related: No Address: Redmond OR Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 02/15/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental duplex Entity Name: Sole Prop, 16480 Cassidy Dr Lapine OR 97739 Investment related: No Address: Bend OR 97702 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/01/2020 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: rental property Entity Name: Sole Prop, 2988 Sw Glacier Ave Redmond OR 97756 Investment related: No Address: Bend OR 97702 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 08/01/2016 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: rental property Entity Name: Sole Prop, 1808 NE Wichita Way Bend OR 97701 Investment related: No Address: Bend OR 97702 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 07/01/2011 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: rental property Entity Name: Sole Prop, 2364 Ne Tennessee Ln Prineville OR 97754 Investment related: No Address: Bend OR 97702 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/01/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: rental property Entity Name: Sole Prop, 1254 Ne Dawson Dr Bend OR 97701 Investment related: No Address: Bend OR 97702 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/01/2012 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: rental property Entity Name: Sole Prop, 3430 Sw Glacier Ave Redmond OR 97756 Investment related: No Address: Bend OR 97702 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/01/2014 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-10 |
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