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Advisor at CITIGROUP GLOBAL MARKETS INC.
Jacksonville, FL | Orange Park, 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 | Mar 23, 2022 | n/a | yes | Jacksonville, FL|Orange Park, FL | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Feb 8, 2021 | Jun 7, 2021 | no | JACKSONVILLE, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Aug 22, 2016 | May 16, 2019 | no | JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | CITIGROUP GLOBAL MARKETS INC. | Jun 7, 2021 | Mar 23, 2022 | 289 | Firm change | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | FIDELITY PERSONAL AND WORKPLACE ADVISORS | May 16, 2019 | Feb 8, 2021 | 634 | Firm change after gap | Wirehouse to ibd |