Rohit Mehrotra

Current Employers

Employment History

• 12/2010 → 03/2020
  Jpmorgan Chase Bank Na
  Philadelphia, PA
• 12/2010 → 03/2020
  Jpmorgan Securities Llc
  Philadelphia, PA
• 12/2014 → Present
  Triloka Partners Llc
  Princeton, NJ
• 03/2020 → 11/2021
  Jpmorgan Chase Bank Na
  Princeton, NJ
• 03/2020 → 11/2021
  Jpmorgan Securities Llc
  Princeton, NJ
• 11/2021 → 03/2023
  Silicon Valley Bank
  San Francisco, CA
• 11/2021 → 04/2026
  Svb Wealth Advisory
  San Francisco, CA
• 11/2021 → 12/2023
  Svb Investment Services Inc.
  San Francisco, CA
• 11/2023 → 04/2026
  First Citizens Investor Services
  Raleigh, NC
• 04/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2021-12-02 → 2026-04-21
  Svb Wealth
  Boston, MA
• 2021-12-02 → 2022-07-29
  Svb Investment Services Inc.
  Conshohocken, PA
  Newton, MA
  Cottonwood Heights, UT
  San Francisco, CA

Other Businesses

1) Triloka Partners, LLC. Start Date * 1/1/2017 End Date 1/1/2028. Description/Additional Notes * A separate entity set up to hold investment property in the Metro NY region. Address of outside business or other organization. * 284 Dodds Lane, Princeton, NJ 08540 Nature of outside business: * Sole purpose is to hold real estate investment assets Web sites: none. Explain your proposed involvement: * Managing Member of the LLC. 2023 Approximate # of hours a month: 10 Hrs.. Approximate # of hours during securities trading hours: 0. Neither the business nor my role are investment related. Tuck School of Business MBA Council. Start Date * 6/1/2023 End Date 6/1/2029. Address of outside business or other organization. * 100 Tuck Hall, Hanover, NH 03755; https://www.tuck.dartmouth.edu/about/tuck-leadership/mba-council *Established in 2002, provides the Dean of the Tuck School, and those responsible for the MBA program, advice and perspective on issues related to the MBA curriculum, admissions, student life, career development, and alumni services. Nature of outside business or organization: Higher education. 2023 Approximate # of hours a month: 05 Hrs.. Approximate # of hours during securities trading hours: 0 * Position/Title/Relationship: * I am one of 50 or so MBA Advisory Council members responsible for providing direction to the leadership of the school on matters such as curriculum. Neither the business nor my role are investment related. McCarter Theatre Board of Trustees. Start Date * 1/1/2023 End Date 1/1/2029 Description/Additional Notes * McCarter is an independent non-profit performing arts center located on the Princeton University campus. McCarter and Princeton partner throughout the year on a range of collaborations (on stage & off) where students, scholars, artists - and audiences - intersect. Address: * 91 University Place, Princeton NJ 08540. * Web sites * www.mccarter.org * I am one of approximately 30 Board of Trustees responsible for the stewardship of the McCarter mission. My role and the duties of the business are not investment related. 2023 Approximate # of hours a month: 05 Hrs.. Approximate # of hours during securities trading hours: 0. Rutgers Health Leadership Council Advisory Board. * Start Date * 1/2/2023 End Date 1/1/2028 Description/Additional Notes * Mission of the Council is to advocate for advancements in healthcare through the 8 schools at Rutgers University. Address of outside business or other organization. * Rutgers Biomedical & Health Sciences, Office of the Chancellor, 65 Bergen Street, Newark, NJ 07107 Nature of outside business or organization (type of business or activities engaged in). * Advisory Board created to advance healthcare via the 8 programs at Rutgers University. Web sites. * www.rbhs.rutgers.edu * I am one of 24 members of a Leadership Advisory Board at a not for profit educational institution in my home state of New Jersey. 2023 Approximate # of hours a month: 2 Hrs.. Approximate # of hours during securities trading hours: 0. My role and the nature of this business are not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2021-09-20