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Kathryn Elizabeth Espinili

Jdl Advisers

Newport Beach, CA

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Current Employers
Jdl Advisers

3991 Macarthur Blvd 4Th Floor, Newport Beach, CA 92660-3032 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2006-05-24
  • CA RA
    APPROVED
    Since 2006-05-24

Branch Locations

3991 Macarthur Blvd 4Th Floor, Newport Beach, CA 92660-3032 • 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
Jdl Securities Corporation Newport Beach CA 01/1991 Present
J. Derek Lewis & Associates, Inc. Newport Beach CA 05/2006 Present
Rke Healthcare Consulting Inc Irvine CA 08/2018 04/2026
  • 01/1991 → Present
    Jdl Securities Corporation
    Newport Beach, CA
  • 05/2006 → Present
    J. Derek Lewis & Associates, Inc.
    Newport Beach, CA
  • 08/2018 → 04/2026
    Rke Healthcare Consulting Inc
    Irvine, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-02-27
  • S63 Uniform Securities Agent State Law Examination
    1991-02-27
Other Names
  • Kathryn Elizabeth Trumbo
  • Kathe Trumbo Biery
  • Kathryn Elizabeth Biery
  • Kathe Trumbo
  • Kathryn E Biery
  • Kathe Biery
  • Kathe E Biery
  • Kathe Espinili

View on SEC IAPD

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OCVC, LLC · NEWPORT BEACH, CA
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PAAMCO PRISMA, LLC · NEWPORT BEACH, CA
COMPOSITION WEALTH, LLC · Newport Beach, CA
J.P. MORGAN SECURITIES LLC · NEWPORT BEACH, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Newport Beach, CA

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