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Advisor at A&M PRIVATE WEALTH PARTNERS, LLC
New York, NY | WEST PALM BEACH, FL
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 |
|---|---|---|---|---|---|---|
| A&M PRIVATE WEALTH PARTNERS, LLC | Independent wealth | Aug 26, 2025 | n/a | yes | WEST PALM BEACH, FL|New York, NY | Current employment |
| CITI PRIVATE ADVISORY, LLC | Former SEC adviser | Oct 7, 2022 | Jun 30, 2010 | no | New York, NY|TAMPA, FL|Los Angeles, CA|Long Island City, NY | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Oct 7, 2022 | Jul 24, 2025 | no | New York, NY|TAMPA, FL|New York City, NY|LIC, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | A&M PRIVATE WEALTH PARTNERS, LLC | Jul 24, 2025 | Aug 26, 2025 | 33 | Firm change | Ibd to RIA |
| CITI PRIVATE ADVISORY, LLC | CITIGROUP GLOBAL MARKETS INC. | Jun 30, 2010 | Oct 7, 2022 | 4,482 | Bulk transfer | Other |