Lisha Geng

Current Employers

Employment History

• 05/2019 → 02/2022
  Jpmorgan Chase Bank, N.A.
  Arcadia, CA
• 05/2019 → 02/2022
  J.P. Morgan Securities Llc
  Arcadia, CA
• 02/2016 → 04/2019
  Bank Of America
  Alhambra, CA
• 04/2022 → 05/2023
  Hsbc Securities (Usa) Inc.
  Cupertino, CA
• 03/2022 → 05/2023
  Hsbc Bank Usa, N.A.
  Cupertino, CA
• 05/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport Beach, CA
• 06/2023 → Present
  Bank Of America, N.A.
  Newport Beach, CA

Previous Registrations

• 2022-05-06 → 2023-05-18
  Hsbc Securities (Usa) Inc.
  Irvine, CA
• 2019-09-20 → 2022-02-15
  J.P. Morgan Securities Llc
  Arcadia, CA
  Pasadena, CA

Other Businesses

1. Better Real Estate Management 2. Not investment -related 3. Philips Ranch,CA 91776 4. Real Estate related 5. limited partner 6. I'm a partner of the business 7. 01/01/2023 8. 10 days per year 9. 0 hours 10. I will be a Partner of a property management company with two others. I will not be involved in the operation of the company but rather invests in the company. The property management company will focus on helping clients purchase, sell and manage their properties. I will have access to funds and will implement dual signatures once the business is formed and accounts opened. The company will also have an accountant to handle the bookkeeping. I*1304278 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: RP, RP, RP Nature of business: Position, title, association: Sole owner, Start date of relationship: 4/17/2023 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,

Exams

• S66 Uniform Combined State Law Examination
  2019-09-13

Other Names

• Lisa Geng