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Advisor at CITIGROUP GLOBAL MARKETS INC.
New York City, NY | 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 | Sep 9, 2026 | n/a | yes | SAN FRANCISCO, CA|New York City, NY | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Mar 29, 2023 | May 8, 2026 | no | SAN FRANCISCO, CA|San Francisco, CA|New York, NY|San Francisco, CA | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Oct 31, 2016 | Nov 11, 2021 | no | WEEHAWKEN, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | CITIGROUP GLOBAL MARKETS INC. | May 8, 2026 | Sep 9, 2026 | 124 | Firm change | Wirehouse to ibd |
| UBS FINANCIAL SERVICES INC. | J.P. MORGAN SECURITIES LLC | Nov 11, 2021 | Mar 29, 2023 | 503 | Firm change after gap | Wirehouse to wirehouse |