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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 2021-12-17
  • TX RA
    APPROVED
    Since 2021-12-17

Branch Locations

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

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

Carrollton, 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
St Johns University Queens NY 08/2015 09/2019
Mama'S Pizzeria Northborough MA 10/2019 12/2019
Novelties Wholesale Northborough MA 01/2019 12/2019
Lexus Of Northborough Northborough MA 06/2018 08/2018
Corcoran Group, Inc New York City NY 03/2018 04/2018
Tjx Companies Marlborough MA 06/2017 08/2017
Axa Advisors, Llc New York NY 01/2020 06/2020
Equitable Advisors, Llc New York NY 01/2020 11/2020
Fidelity Investments Dallas TX 11/2020 11/2021
Citigroup Dallas TX 11/2021 Present
  • 08/2015 → 09/2019
    St Johns University
    Queens, NY
  • 10/2019 → 12/2019
    Mama'S Pizzeria
    Northborough, MA
  • 01/2019 → 12/2019
    Novelties Wholesale
    Northborough, MA
  • 06/2018 → 08/2018
    Lexus Of Northborough
    Northborough, MA
  • 03/2018 → 04/2018
    Corcoran Group, Inc
    New York City, NY
  • 06/2017 → 08/2017
    Tjx Companies
    Marlborough, MA
  • 01/2020 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 01/2020 → 11/2020
    Equitable Advisors, Llc
    New York, NY
  • 11/2020 → 11/2021
    Fidelity Investments
    Dallas, TX
  • 11/2021 → Present
    Citigroup
    Dallas, TX
Previous Registrations
  • 2021-09-28 → 2021-11-02
    Fidelity Personal And Workplace Advisors
    Dallas, TX
  • 2021-12-17 → 2010-06-30
    Citi Private Alternatives, Llc
    Denver, CO
    Dallas, TX
    Dallas, TX
    Carrollton, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-27
S63 Uniform Securities Agent State Law Examination 2020-01-16
  • S66 Uniform Combined State Law Examination
    2021-09-27
  • S63 Uniform Securities Agent State Law Examination
    2020-01-16
Other Names
  • Matt Cashel
  • Matthew Cashel
  • Matthew John Cashel

View on SEC IAPD

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