Jeffrey Bunch

Current Employers

Citigroup Global Markets Inc.

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

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2023-10-03

VA RA
APPROVED

Since 2023-10-03

Branch Locations

Citi Wealth Management, Sales 822 Rockville Pike, Rockville, MD 20852 • United States

Cwm Retail, Sales 6643 Old Dominion Drive, Mclean, VA 22101 • United States

Fairfax Station, VA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Pnc Investments	Pittsburgh	PA	01/2016	08/2023
Citigroup	Tysons Corner	VA	09/2023	Present

01/2016 → 08/2023

Pnc Investments

Pittsburgh, PA
09/2023 → Present

Citigroup

Tysons Corner, VA

Previous Registrations

2016-01-26 → 2023-10-02

Pnc Wealth Management Llc

Washington, DC

Washington, DC

Washington, DC

Washington, DC

Annadale, VA

Alexandria, VA

Falls Church, VA

Washington, DC

Annadale, VA

Falls Church, VA

Alexandria, VA

Alexandria, VA

Alexandria, VA

Springfield, VA

Springfield, VA

Springfield, VA

Annadale, VA

Heath, OH

Falls Church, VA
2008-04-07 → 2015-12-17

Pnc Wealth Management Llc

Falls Church, VA

Vienna, VA

Alexandria, VA

Annadale, VA

Falls Church, VA

Alexandria, VA

Alexandria, VA

Oakton, VA

Alexandria, VA

Kingstowne, VA

Silver Spring, MD

Alexandria, VA

Alexandria, VA

Laurel, MD

Arlington, VA

Annadale, VA

Kingstowne, VA

Alexandria, VA

Falls Church, VA
2006-02-08 → 2008-04-01

M&T Securities, Inc.

Alexandria, VA

Falls Church, VA

Arlington, VA

Washington, DC

Washington, DC

Washington, DC

Washington, DC
2003-10-16 → 2005-11-28

Bb&T Investment Services, Inc.

Charlotte, NC
2002-02-04 → 2003-10-16

Uvest Financial Services Group, Inc.

Falls Church, VA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-04-03
S63	Uniform Securities Agent State Law Examination	1996-09-10

S65 Uniform Investment Adviser Law Examination

1997-04-03
S63 Uniform Securities Agent State Law Examination

1996-09-10

Other Names

Jeffrey Allen Bunch
Jeffrey Allyn Bunch

View on SEC IAPD