Inactive

Jeffrey B Rait

Citigroup Global Markets Inc.

Jacksonville, FL

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Current Employers

Citigroup Global Markets Inc.

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-11-12

FL RA
APPROVED

Since 2025-11-12

Branch Locations

388 Greenwich Street Tower Building, New York, NY 10013 • UNITED STATES

14000 Citi Cards Way, Jacksonville, FL 32258 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jacksonville	FL	01/2013	11/2018
Deutsche Bank Securites Inc.	Jacksonville	FL	12/2018	05/2025
Citigroup Global Markets Inc.	Jacksonville	FL	06/2025	Present

01/2013 → 11/2018

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
12/2018 → 05/2025

Deutsche Bank Securites Inc.

Jacksonville, FL
06/2025 → Present

Citigroup Global Markets Inc.

Jacksonville, FL

Previous Registrations

2019-08-06 → 2023-12-21

Deutsche Bank Securities Inc.

Jacksonville, FL

Saint Johns, FL
2013-03-04 → 2018-12-05

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL

Jacksonville, FL

New York, NY

New York, NY
2012-04-10 → 2012-12-19

The Mutual Fund Store

Jacksonville, FL
2007-07-19 → 2012-02-28

Strategic Advisers Llc

Jacksonville, FL
2004-03-11 → 2006-09-18

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL

Jacksonville, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-07-27

S66 Uniform Combined State Law Examination

2002-07-27

Other Names

Jeffrey Brooke Rait
Jeff Rait
Jeffrey B Rait
Jeffrey Rait

View on SEC IAPD

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ISLET MANAGEMENT, LP · NEW YORK, NY

P2 CAPITAL PARTNERS, LLC · NEW YORK, NY

KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY

ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY

COMPASS GROUP LLC · NEW YORK, NY

CRESTVIEW PARTNERS · NEW YORK, NY

LEEDS EQUITY PARTNERS · NEW YORK, NY

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