Chitra Jay Patel

Current Employers

Employment History

• 05/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Atlanta, GA
• 11/2016 → 02/2022
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
• 02/2022 → Present
  Newedge Advisors, Llc.
  New Orleans, LA

Previous Registrations

• 2013-06-05 → 2022-02-16
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
  Minneapolis, MN
  Atlanta, GA
  Atlanta, GA
  Minneapolis, MN
  Tarpon Springs, FL
• 2012-05-24 → 2013-05-20
  Truist Investment Services, Inc.
  Alpharetta, GA
• 2007-10-16 → 2012-05-31
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
  Alpharetta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Dunwoody, GA
• 2004-12-03 → 2007-09-10
  Pruco Securities, Llc.
  Atlanta, GA
  Atlanta, GA

Other Businesses

1. DOTERRA ESSENTIAL OILS; NON-INV; ROSWELL, GA; WELLNESS ADVOCATE; START: 10/01/2014; HOURS: 1 PER MONTH - 0 DURING TRADING; DUTIES: ESSENTIAL OILS SALES. PATECH SALONS LLC DBA SUPERCUTS, NOT INV RELATED, ALPHARETTA, GA, 100% OWNERSHIP WITH SPOUSE, START 5/1/2017, 4 HOURS PER MONTH, ZERO DURING TRADING, NON MANAGING MEMBER. 2. New Edge Advisors, LLC DBA WealthWorth, LLC: 02/2022~882 N. Brookshade Pkwy, Alpharetta GA 3004~Investment Advisory Services~Owner~160 hours a month are devoted to this activity during trading hours. 3. Harvest Equity Group, LLC; Person LLC to Invest Private investments - 882 N Brookshade Pkwy -Alpharetta, GA, 30004 -Investment Related - Invest in private investment opportunities for Jay and Chitra Patel, private credit and angel investing - DBA Harvest Equity Group, LLC - 05/16/2023 - 1 hour per month is devoted to this activity - 50% owner. 3. Angel Investment for TIE - 882 N Brookshade Pkwy -Alpharetta, GA, 30004 -Investment Related - Investment Related - Invests in Angel investing fund that is curated by TIE Atlanta for diverse founders - DBA Harvest Equity Group, LLC - 09/01/2023 - Member - 0 hours are devoted to this activity. 4. Private Credit for CP Fund Harvest Equity Group, LLC - 882 N Brookshade Pkwy -Alpharetta, GA, 30004 - Invested in a bridge loan earning 12% for a commercial property in Florida. The borrower's name is Celebration Point - DBA Harvest Equity Group, LLC - 0701/2023 - Member - 0 hours are devoted to this activity during trading hours. 5. TiE Atlanta - Board Member - 882 N Brookshade Pkwy -Alpharetta, GA, 30004 - Non profit organization for entrepreneurs - 1/01/2023 - 5 Hours are devoted to this activity during trading hours -no remuneration. 6. Referrals for Robots - Referrer - 07/12/2024 - Sending referrals if I come across a restaurant or hotel owner who need my services - Zero hours during trading hours - LLC - 1030 Timberline Pl., Alpharetta GA, 30005 - I will receive compensation if someone I refer to her buys a robot - Zero hours per month are devoted to this activity during trading hours. 7. South Asian Working Moms - Board Member - 882 N Brookshade Pkwy, Alpharetta GA - Non-Profit for South Asian Working Moms - 3/1/2024 - Board Member -Help Organize and promote events -5 hours per month are devoted to this activity - no remuneration.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-09-28
• S63 Uniform Securities Agent State Law Examination
  2004-09-14

Designations

Other Names

• Chitra H Parikh
• Chitra H Patel