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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-04-13 |
| TX | RA | APPROVED_RES | 2023-11-30 |
| WA | RA | APPROVED | 2023-11-29 |
Branch Locations
10885 Ne 4Th Street Suite 200, Bellevue, WA 98004 • United States
560 Mission Street, San Francisco, CA 94105 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 08/1984 | 08/2020 |
| Bank Of America, N.A. | Bellevue | WA | 12/2009 | 08/2020 |
| First Republic Securities Company, Llc | Bellevue | WA | 08/2020 | 10/2023 |
| First Republic Investment Management, Inc. | Bellevue | WA | 08/2020 | Present |
| J.P. Morgan Securities Llc | Bellevue | WA | 09/2023 | Present |
| Jp Morgan Chase Bank, N.A. | Bellevue | WA | 10/2023 | Present |
Entity Name: CV-6 Investment related: No Address: 251 Little Falls Drive, Wilmington DE 19808 Nature of the other business: Biotech Position/Title/Relationship: Owner/Partner Start Date: 09/15/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Biotech, I have no responsibilities I'm just an investor, there is no connection to JPM Name of outside business organization: Schlaepfer Family Foundation Investment related: N Address of business: Bellevue, Washington 98009 Nature of business: Charitable Organization, Position, title, association: , Start date of relationship: 1/1/2020 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 1 Duties: 501 (c) established for the purpose of charitable giving. ACJLP LLC DISCLOSURE ID: 41219 INVESTMENT RELATED: N ADDRESS OF BUSINESS: BELLEVUE, WASHINGTON 98004 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, START DATE OF RELATIONSHIP: 12/1/2010 NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THE BUSINESS IS TO HOLD PROPERTY PM WINTER PARK, 407 DETWILLER LANE, BELLEVUE, WA 98004 - INVESTMENT RLT'D - YES, HRS DEVOTED TO ACTIVITY - 1, HRS DURING TRADING - 0, DATE ACTIVITY BEGAN 05/15/12, POSITION - OWNER, DEVELOP AND SELL REAL ESTATE LOTS IN THE WINTER PARK SKI RESORT. MY RESPONSIBILITY IS TO PROVIDE 90% OF THE FUNDING AND APPROVE STRATEGIC DECISIONS. Belpar LLC Investment related: N Address of business: Bellevue, Washington 98004 Nature of business: LLC, Position, title, association: Limited Partner, Start date of relationship: 12/2/2011 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: livestock (cattle) investment - Oshkosh Livestock LLC Name: WP Development Address: Winter Park, CO. Investment-related: Yes Nature of the business: Housing Development Role: Partner Start Date: 05/15/2012 Description of duties: Partner with brother Number of hours each month: 2 Number of hours during trading: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1984-11-07 |
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