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Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-10
  • FL RA
    APPROVED
    Since 2024-05-10

Branch Locations

Jacksonville, FL • United States

Citi Wealth Management, Nic 14000 Citi Cards Way, C2, 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
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Jacksonville FL 03/2020 06/2022
Plaza Home Mortgage Jacksonville FL 09/2016 10/2019
Glen Kernan Golf And Country Club Jacksonville FL 06/2014 09/2016
Unemployed Jacksonville FL 11/2019 02/2020
Unemployed Jacksonville FL 07/2022 04/2023
Citigroup Global Markets Inc. Jacksonville FL 05/2023 Present
  • 03/2020 → 06/2022
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 09/2016 → 10/2019
    Plaza Home Mortgage
    Jacksonville, FL
  • 06/2014 → 09/2016
    Glen Kernan Golf And Country Club
    Jacksonville, FL
  • 11/2019 → 02/2020
    Unemployed
    Jacksonville, FL
  • 07/2022 → 04/2023
    Unemployed
    Jacksonville, FL
  • 05/2023 → Present
    Jacksonville, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-08
S63 Uniform Securities Agent State Law Examination 2020-06-25
  • S65 Uniform Investment Adviser Law Examination
    2024-05-08
  • S63 Uniform Securities Agent State Law Examination
    2020-06-25
Other Names
  • Derek J Beirne
  • Derek Beirne

View on SEC IAPD

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