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Lilly Zoltak

J.P. Morgan Securities LLC

San Francisco, CA

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-14
CA RA APPROVED 2024-05-09
  • TX RA
    APPROVED_RES
    Since 2026-01-14
  • CA RA
    APPROVED
    Since 2024-05-09

Branch Locations

500 Van Ness Ave., San Francisco, CA 94102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Bank, N.A. San Francisco CA 10/2009 11/2018
Wells Fargo Advisors Llc San Francisco CA 01/2011 11/2018
Wells Fargo Clearing Services, Llc San Francisco CA 01/2011 11/2018
Citigroup San Francisco CA 11/2018 03/2024
Cater4U San Francisco CA 05/2021 07/2024
Liftuwell San Francisco CA 07/2023 07/2024
Citigroup Global Markets Inc. San Francisco CA 11/2018 03/2024
J.P. Morgan Securities Llc San Francisco CA 05/2024 Present
Jpmorgan Chase Bank, N.A. San Francisco CA 05/2024 Present
  • 10/2009 → 11/2018
    Wells Fargo Bank, N.A.
    San Francisco, CA
  • 01/2011 → 11/2018
    Wells Fargo Advisors Llc
    San Francisco, CA
  • 01/2011 → 11/2018
    Wells Fargo Clearing Services, Llc
    San Francisco, CA
  • 11/2018 → 03/2024
    Citigroup
    San Francisco, CA
  • 05/2021 → 07/2024
    Cater4U
    San Francisco, CA
  • 07/2023 → 07/2024
    Liftuwell
    San Francisco, CA
  • 11/2018 → 03/2024
    Citigroup Global Markets Inc.
    San Francisco, CA
  • 05/2024 → Present
    J.P. Morgan Securities Llc
    San Francisco, CA
  • 05/2024 → Present
    Jpmorgan Chase Bank, N.A.
    San Francisco, CA
Previous Registrations
  • 2019-03-22 → 2024-04-12
    Citigroup Global Markets Inc.
    San Francisco, CA
    South San Francisco, CA
    San Francisco, CA
    Fresno, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    Fountain Valley, CA
    San Francisco, CA
    Los Angeles, CA
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-22
S63 Uniform Securities Agent State Law Examination 2006-02-25
  • S65 Uniform Investment Adviser Law Examination
    2019-03-22
  • S63 Uniform Securities Agent State Law Examination
    2006-02-25
Other Names
  • Pornnalin Lilly Chaitakob
  • Lilly P Zoltak
  • Pornnalin Lilly Zoltak
  • Lilly Pornnalin Chaitakob Zoltak
  • Pornnalin Chaitakob
  • Pornnalin Zoltak

View on SEC IAPD

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