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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-22 |
| TX | RA | APPROVED | 2023-11-22 |
Branch Locations
1230 Avenue Of The Americas, New York, NY 10020 • United States
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • 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 |
|---|---|---|---|---|
| First Republic Securities Company | New York | NY | 10/2009 | 04/2017 |
| First Republic Securities Company, Llc | New York | NY | 04/2017 | 10/2023 |
| First Republic Investment Management, Inc. | New York | NY | 04/2017 | 09/2023 |
| J.P. Morgan Securities Llc | New York | NY | 09/2023 | Present |
| Jpmorgan Chase Bank, Na. | New York | NY | 10/2023 | Present |
Name: CCR Ventures Address: New York, NY Investment-related: Yes Nature of the business: Personal investment company Role: Owner Start Date: January 1, 2011 Number of hours each month: 10 hours Number of hours during trading: 10 hours Name: Radcliffe Family Properties Address: New York, NY Investment-related: No Nature of the business: Family LLC to hold and manage family farm Role: Managing Member Start Date: January 1, 2010 Number of hours each month: 1 hour Number of hours during trading: None Name: Avenues for Justice Address: New York, NY Investment-related: No Nature of the business: non-profit organization that works with juvenile offenders and offers services to help keep children out of prison Role: Board Member Start Date: January 1, 1990 Description of duties: Board related duties Number of hours each month: 4 hours Number of hours during trading: 2 hours Name: SCCR Holdings Address: 41 Park Avenue, #15C, New York, NY 10016 Investment-related: Yes Nature of the Business: Family company to own rental housing, manage vacation home Role: Managing Partner and Co-owner Description of Duties: duties related to role as Managing Partner and Co-owner Start Date: January 1991 Number of hours each month: 5 hours Number of hours during trading: 1hour Mr. Radcliffe acts in the capacity of trustee for a client's account. Start Date: February 2023 Number of hours each month: 2 hours annually Number of hours during trading: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-31 |
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