LISA ANN MARGULIES is an investment adviser representative (IAR) with state registration records since 2010, appearing at 3 firms. Currently registered with REGATTA CAPITAL GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| REGATTA CAPITAL GROUP, LLC | 2022-12-15 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2012-10-01 | 2014-11-12 | — |
| CHASE INVESTMENT SERVICES CORP. | 2010-11-29 | 2012-10-01 | — |