Best Investors Account Sign in

Robert Zimmerman

Citigroup Global Markets Inc.

San Francisco, CA

Denver, CO

Palo Alto, CA

Burlingame, CA

Claim This Profile
Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-01-23
  • CA RA
    APPROVED
    Since 2023-01-23

Branch Locations

Citi Private Bank 1 Market Plaza, 42Nd Floor, San Francisco, CA 94105 • United States

Citi Private Bank 1225 17Th Street, 21St Floor, Suite 2100, Denver, CO 80202 • United States

Citi Private Bank 531-535 Cowper Street, Palo Alto, CA 94301 • United States

Burlingame, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 07/2012 12/2022
Citigroup Global Markets Inc. San Francisco CA 01/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-02-12
S63 Uniform Securities Agent State Law Examination 1993-01-25
  • S66 Uniform Combined State Law Examination
    2011-02-12
  • S63 Uniform Securities Agent State Law Examination
    1993-01-25
Other Names
  • Bob Zimmerman
  • Bob Zimmerman
  • Robert Benjamin Zimmerman
  • Robert B Zimmerman

View on SEC IAPD

More in San Francisco, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor