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.

Current firm

CITIGROUP GLOBAL MARKETS INC.

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 3, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Mar 3, 2010

First registration

May 22, 2020

Dual registered

yes, broker-dealer

Other names

JASON M LILLY|JASON LILLY

IAPD individual key

5753682

• Occurred

  Mar 11, 2025
  Advisor changed firm

  Jason M Lilly left Lpl Financial Llc for Citigroup Global Markets Inc. (registered 2025-02-27)

  Form ADVobserved 6 days ago
• Occurred

  Apr 20, 2022
  Advisor changed firm

  Jason M Lilly left Citigroup Global Markets Inc. for Lpl Financial Llc (registered 2022-05-04)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5e958c8a-b5d8-585a-16ab-7d2898793626

First observed

May 22, 2020

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.