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Advisor at CITIGROUP GLOBAL MARKETS INC.
LOMA LINDA, CA | Henderson, NV
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 | Dec 19, 2025 | n/a | yes | Henderson, NV|LOMA LINDA, CA | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Apr 10, 2025 | Jun 27, 2025 | no | ANAHEIM, CA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 20, 2024 | Feb 24, 2025 | no | NEW YORK, NY|EL PASO, TX|LAS CRUCES, NM | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | CITIGROUP GLOBAL MARKETS INC. | Jun 27, 2025 | Dec 19, 2025 | 175 | Firm change | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | LPL FINANCIAL LLC | Feb 24, 2025 | Apr 10, 2025 | 45 | Firm change | Wirehouse to ibd |