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Dillon Kepler

Citigroup Global Markets Inc.

New York, NY

Fort Lee, NJ

New York, NY

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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 2025-09-15
  • NY RA
    APPROVED
    Since 2025-09-15

Branch Locations

Cwm Retail, Sales 12 W. 48Th St., New York, NY 10036 • United States

Citi Wealth Management, Sales 2071 Lemoine Avenue, Suite 200, Fort Lee, NJ 07024 • United States

Cwm Retail, Sales 660 Fifth Ave, New York, NY 10103 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 07/2020 03/2021
Liberty Mutual Chandler AZ 05/2019 06/2020
Olive Garden Mesa AZ 03/2014 03/2019
Arizona State University Tempe AZ 08/2018 04/2019
Fidelity Investments Queen Creek AZ 04/2021 08/2025
Fidelity Investments Boston MA 03/2025 08/2025
Citigroup New York NY 09/2025 Present
  • 07/2020 → 03/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Chandler, AZ
  • 05/2019 → 06/2020
    Liberty Mutual
    Chandler, AZ
  • 03/2014 → 03/2019
    Olive Garden
    Mesa, AZ
  • 08/2018 → 04/2019
    Arizona State University
    Tempe, AZ
  • 04/2021 → 08/2025
    Fidelity Investments
    Queen Creek, AZ
  • 03/2025 → 08/2025
    Fidelity Investments
    Boston, MA
  • 09/2025 → Present
    Citigroup
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-08
  • S66 Uniform Combined State Law Examination
    2021-03-08
Other Names
  • Dillon Thomas Richmyer Kepler
  • Dillon T. Kepler
  • Dillon Kepler
  • Dillon Thomas Kepler

View on SEC IAPD

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