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Advisor at CITIGROUP GLOBAL MARKETS INC.
New York, NY | Miami, FL | Huntington, NY | Greenlawn, NY
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 | Sep 15, 2025 | n/a | yes | Huntington, NY|Miami, FL|New York, NY|Greenlawn, NY | Current employment |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Aug 12, 2025 | Oct 2, 2025 | no | NEW YORK, NY | Previous registration |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | Asset manager | Feb 19, 2013 | Oct 2, 2023 | no | NEW YORK, NY|Berkeley Heights, NJ|Jersey City, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EAGLE STRATEGIES LLC | CITIGROUP GLOBAL MARKETS INC. | Oct 2, 2025 | Sep 15, 2025 | -17 | Firm change | Ibd to ibd |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | EAGLE STRATEGIES LLC | Oct 2, 2023 | Aug 12, 2025 | 680 | Firm change after gap | Other |