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Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-17
NJ RA APPROVED 2020-11-19
  • NY RA
    APPROVED
    Since 2021-08-17
  • NJ RA
    APPROVED
    Since 2020-11-19

Branch Locations

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

New York, NY • 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
P1 Capital Llc Miami FL 10/2014 05/2019
P1 Analytics Inc. Miami FL 11/2014 05/2019
Anchor Consultants New York NY 06/2019 09/2019
Citigroup New York NY 09/2019 Present
  • 10/2014 → 05/2019
    P1 Capital Llc
    Miami, FL
  • 11/2014 → 05/2019
    P1 Analytics Inc.
    Miami, FL
  • 06/2019 → 09/2019
    Anchor Consultants
    New York, NY
  • 09/2019 → Present
    Citigroup
    New York, NY
Previous Registrations
  • 2015-03-11 → 2018-12-31
    P1 Capital Llc
    Miami, FL
Other Businesses

//Convexity Harvester LLC,Texas,Austin; Investment Related: N; Started: 2026-01-24; Title: Managing Member; Duties: Oversee investments, but no different from my existing ownership. This is primarily a protection layer. ; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 1-5////Parker Palace LLC,Texas,Austin; Investment Related: N; Started: 2020-11-16; Title: Investor/partner; Duties: Financial investor. Other two partners are operational. I would have no operational obligations.; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 1-5////1902 Tillotson LLC,Texas,Austin; Investment Related: N; Started: 2024-12-05; Title: Member/Partner; Duties: Advising only, strategic management decisions when needed.; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 1-5//

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-11-11
S66 Uniform Combined State Law Examination 2006-03-07
  • S63 Uniform Securities Agent State Law Examination
    2020-11-11
  • S66 Uniform Combined State Law Examination
    2006-03-07
Designations

View on SEC IAPD

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