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Advisor at CITIGROUP GLOBAL MARKETS INC.
GREENWICH, CT | WASHINGTON, DC
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 | Jul 27, 2023 | n/a | yes | GREENWICH, CT|WASHINGTON, DC | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | May 11, 2016 | Jun 5, 2023 | no | WASHINGTON, DC|MCLEAN, VA|WASHINGTON, DC | Previous registration |
| ERNST & YOUNG INVESTMENT ADVISERS LLP | No RAUM reported | Nov 13, 2002 | Aug 12, 2008 | no | MCLEAN, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CITIGROUP GLOBAL MARKETS INC. | Jun 5, 2023 | Jul 27, 2023 | 52 | Firm change | Wirehouse to ibd |
| ERNST & YOUNG INVESTMENT ADVISERS LLP | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Aug 12, 2008 | May 11, 2016 | 2,829 | Firm change after gap | Other |