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Advisor at CITIGROUP GLOBAL MARKETS INC.
Pleasant Hill, CA | San Francisco, CA
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 | Aug 11, 2026 | n/a | yes | Pleasant Hill, CA|San Francisco, CA|Pleasant Hill, CA | Current employment |
| CARRANO FINANCIAL PLANNING, LLC | n/a | Apr 14, 2017 | Nov 22, 2023 | no | CONCORD, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CARRANO FINANCIAL PLANNING, LLC | CITIGROUP GLOBAL MARKETS INC. | Nov 22, 2023 | Aug 11, 2026 | 993 | Firm change after gap | Other |