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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-09-25 |
| CA | RA | APPROVED | 2012-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Cerritos | CA | 10/2012 | Present |
| Cabernet Ai, Inc. | Boulder | CO | 07/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Cerritos | CA | 10/2012 | Present |
Entity Name: Cabernet AI, Inc. Investment related: No "Address: 1434 Spruce St Ste. 100 Boulder, CO 90302 " Nature of the other business: Technology Position/Title/Relationship: Owner/Partner Start Date: 07/10/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: A childhood friend of mine recently formed a start-up A.I. data technology company and I was offered the opportunity to participate in a "friends and family" round of a SAFE Investment (seed round). The company is fairly new and is private, not public. I will be a silent investor and will have no active nor appointed roles now or in the future.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-19 |
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