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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-12-14 |
| TX | RA | APPROVED_RES | 2023-11-27 |
Branch Locations
560 Mission Street, San Francisco, CA 94105 • United States
805 Sw Broadway, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management | Portland | OR | 03/2006 | 04/2017 |
| First Republic Securities Company, Llc | San Francisco | CA | 01/2016 | 04/2017 |
| First Republic Securities Company, Llc | Portland | OR | 04/2017 | 09/2023 |
| First Republic Investment Management, Inc. | Portland | OR | 04/2017 | Present |
| J.P. Morgan Securities Llc | Portland | OR | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Portland | OR | 10/2023 | Present |
Big Blue LLC, Portland OR; Investment related: No; Nature of business: rental income property; Role/Description of duties: limited partner (4 partners) in a private real estate investment; Start date: 4/4/2016; Number of hours each month: 5; Number of hours during trading: 0. Name: Oregon Public Broadcasting Address: 7140 SW Macadam Ave, Portland, OR 92719 Investment-related:No Nature of the business: Radio and Television Role: Board Member Start Date: 06/30/2019 Description of duties: Number of hours each month: 6 Number of hours during trading: 2
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-09 |
| S65 | Uniform Investment Adviser Law Examination | 2015-07-08 |
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