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Advisor at CITIGROUP GLOBAL MARKETS INC.
ATLANTA, GA | GREENWICH, CT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Jan 14, 2026 | n/a | yes | GREENWICH, CT|ATLANTA, GA | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Apr 22, 2022 | Oct 1, 2025 | no | Charlotte, NC | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 15, 2021 | Apr 1, 2022 | no | CHARLOTTE, NC|NEW YORK, NY|CHARLOTTE, NC|CHARLOTTE, NC|CHARLOTTE, NC|MONROE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | CITIGROUP GLOBAL MARKETS INC. | Oct 1, 2025 | Jan 14, 2026 | 105 | Firm change | Wirehouse to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | J.P. MORGAN SECURITIES LLC | Apr 1, 2022 | Apr 22, 2022 | 21 | Firm change | Wirehouse to wirehouse |