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Advisor at CITIGROUP GLOBAL MARKETS INC.
WEST PALM BEACH, FL | Jupiter, FL | GREENWICH, CT
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 | Jun 5, 2026 | n/a | yes | Jupiter, FL|WEST PALM BEACH, FL|GREENWICH, CT | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 23, 2009 | May 1, 2026 | no | STUART, FL|JUPITER, FL|VERO BEACH, FL|PALM BEACH, FL|SAVANNAH, GA | Previous registration |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | n/a | Jul 3, 2007 | Oct 23, 2009 | no | JUPITER, FL|STUART, FL|JUPITER, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CITIGROUP GLOBAL MARKETS INC. | May 1, 2026 | Jun 5, 2026 | 35 | Firm change | Wirehouse to ibd |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Oct 23, 2009 | Oct 23, 2009 | 0 | Bulk transfer | Other |