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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-18 |
| TX | RA | APPROVED | 2023-07-18 |
Branch Locations
2029 Century Park E Floor 40, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Los Angeles | CA | 08/2017 | Present |
| J.P. Morgan Securities Llc | Los Angeles | CA | 08/2017 | Present |
| Unemployed | Los Angeles | CA | 09/2016 | 07/2017 |
Entity Name: Patrium, Inc. Investment related: No Address: Philadelphia, PA Nature of the other business: Technology Position/Title/Relationship: Owner/Partner Start Date: 02/11/2020 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Patrium, Inc. is a technology company that provides digital note-taking services to nurses who provide home health care services. A typical nurse who provides home health care services spends almost as much time recording the notes of the patient visit as they do visiting patients. Patrium provides technology to allow nurses (with patient consent) to digitally record the appointment. The digital records are then sent to Patrium-employed nurses who transcribe the appointment into notes and send back to the home healthcare nurse for review and submission. Outsourcing the note-taking activity allows home health care nurses to see multiple more patients in a given day and dramatically increases their productivity. The nurses who are transcribing the notes are themselves licensed nurses and fully insured. agreement are convertible notes in which I would be investing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-12 |
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