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Advisor at CITIGROUP GLOBAL MARKETS INC.
New York, NY | 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 |
|---|---|---|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Aug 21, 2025 | n/a | yes | New York, NY|NEW YORK, NY | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Mar 22, 2024 | Aug 11, 2025 | no | New York, NY|Jersey City, NJ | Previous registration |
| MORGAN STANLEY | Wirehouse | Oct 10, 2014 | Jun 29, 2021 | no | NEW YORK, NY|PURCHASE, NY | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 11, 2014 | Aug 18, 2014 | no | PENNINGTON, NJ|PENNINGTON|NEW YORK, NY|JERSEY CITY, NJ|PENNINGTON, NJ|PENNINGTON, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | CITIGROUP GLOBAL MARKETS INC. | Aug 11, 2025 | Aug 21, 2025 | 10 | Firm change | Wirehouse to ibd |
| MORGAN STANLEY | J.P. MORGAN SECURITIES LLC | Jun 29, 2021 | Mar 22, 2024 | 997 | Firm change after gap | Wirehouse to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Aug 18, 2014 | Oct 10, 2014 | 53 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:79:NY:2021-06-23 | Jun 29, 2021 | Mar 22, 2024 | PURCHASE, NY | Firm change after gap |