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Advisor at CITIGROUP GLOBAL MARKETS INC.
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 | Apr 29, 2026 | n/a | yes | SAN FRANCISCO, CA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 20, 2023 | Apr 20, 2026 | no | SAN FRANCISCO, CA|San Francisco, CA|EL SEGUNDO, CA|SAN FRANCISCO, CA|PASADENA, CA|San Francisco, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CITIGROUP GLOBAL MARKETS INC. | Apr 20, 2026 | Apr 29, 2026 | 9 | Firm change | Wirehouse to ibd |