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Advisor at CITIGROUP GLOBAL MARKETS INC.
MIAMI, FL | Miami, 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 |
|---|---|---|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Dec 6, 2023 | n/a | yes | Miami, FL|Miami, FL|MIAMI, FL | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Oct 7, 2021 | Dec 1, 2023 | no | MERRIMACK, NH | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Feb 1, 2021 | Aug 6, 2021 | no | MIAMI LAKES, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 15, 2015 | Jan 20, 2021 | no | JACKSONVILLE, FL|JACKSONVILLE, FL|KEY BISCAYNE, FL|HIALEAH, FL|PINECREST, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | CITIGROUP GLOBAL MARKETS INC. | Dec 1, 2023 | Dec 6, 2023 | 5 | Firm change | Ibd to ibd |
| J.P. MORGAN SECURITIES LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Aug 6, 2021 | Oct 7, 2021 | 62 | Firm change | Wirehouse to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | J.P. MORGAN SECURITIES LLC | Jan 20, 2021 | Feb 1, 2021 | 12 | Firm change | Wirehouse to wirehouse |