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Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-16
  • TX RA
    APPROVED
    Since 2023-11-16

Branch Locations

Citi Private Bank 300 Crescent Court, Suite 950, Dallas, TX 75201 • United States

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

Plano, TX • 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
Jp Morgan Securities Llc Dallas TX 07/2015 09/2023
Jp Morgan Chase Bank Na Dallas TX 07/2015 09/2023
Short And Sweet Nutrition Llc Dallas TX 07/2017 Present
Cottage Creek Capital L.L.C. Addison TX 05/2019 Present
Citigroup Dallas TX 09/2023 Present
  • 07/2015 → 09/2023
    Jp Morgan Securities Llc
    Dallas, TX
  • 07/2015 → 09/2023
    Jp Morgan Chase Bank Na
    Dallas, TX
  • 07/2017 → Present
    Short And Sweet Nutrition Llc
    Dallas, TX
  • 05/2019 → Present
    Cottage Creek Capital L.L.C.
    Addison, TX
  • 09/2023 → Present
    Citigroup
    Dallas, TX
Other Businesses

//Cottage Creek Capital LLC,Texas,San Antonio; Investment Related: N; Started: 2021-01-01; Title: General Partner; Duties: I pass along the info to the accountant that we rec; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 1-5////Short and Sweet Nutrition LLC; Investment Related: N; Nature: This is my wife's nutrition consutlting business;United States of America,Texas,Dallas; Started: 2018-01-01; Title: Co-Owner; Duties: N/A. Passive ownership; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 0////Pinkandpurple LLC; Investment Related: N; Nature: Owning a sprinter van for the purpose of renting it through a third party;United States of America,Texas,Plano; Started: 2026-05-29; Title: Member; Duties: Owning a sprinter van for the purpose of renting it through a third party. No day to day involvement.; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 1-5//

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-15
S63 Uniform Securities Agent State Law Examination 2015-08-31
  • S65 Uniform Investment Adviser Law Examination
    2023-11-15
  • S63 Uniform Securities Agent State Law Examination
    2015-08-31
Other Names
  • Charles Gannon Mccahill

View on SEC IAPD

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