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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-26 |
Branch Locations
1656 N California Blvd, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Walnut Creek | CA | 06/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Walnut Creek | CA | 07/2023 | Present |
| First Republic Bank | San Francisco | CA | 10/2016 | 07/2023 |
| First National Bank Of Northern California | South San Francisco | CA | 05/2014 | 09/2016 |
| Ace Wine Co Llc | Napa | CA | 10/2025 | Present |
Entity Name: ACE Wine Co LLC Investment related: No Address: Private Residence Nature of the other business: Wine Industry Position/Title/Relationship: Owner/Partner Start Date: 10/04/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The company is a small wine business founded by myself, my wife, and a friend. Our operations involve purchasing fruit, producing wine, and selling the finished product to consumers or local retailers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-26 |
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