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Advisor at JEFFERIES INVESTMENT ADVISERS LLC
NEW YORK, 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 |
|---|---|---|---|---|---|---|
| JEFFERIES INVESTMENT ADVISERS LLC | Mixed wealth | Jun 30, 2026 | n/a | yes | NEW YORK, NY | Current employment |
| LPL ENTERPRISE, LLC | Bd affiliated wealth | Apr 23, 2026 | Jun 4, 2026 | no | WHITE PLAINS, NY|NEWARK, NJ | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | May 7, 2015 | Mar 3, 2021 | no | New York, NY|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL ENTERPRISE, LLC | JEFFERIES INVESTMENT ADVISERS LLC | Jun 4, 2026 | Jun 30, 2026 | 26 | Firm change | Ibd to RIA |
| CITIGROUP GLOBAL MARKETS INC. | LPL ENTERPRISE, LLC | Mar 3, 2021 | Apr 23, 2026 | 1,877 | Firm change after gap | Ibd to ibd |