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Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-21
  • CA RA
    APPROVED
    Since 2025-04-21

Branch Locations

Citi Wealth Management, Sales 10211 South Eastern Avenue, Henderson, NV 89052 • United States

Cwm Retail, Sales 22000 Ventura Boulevard, Woodland Hills, CA 91364 • 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
Nylife Securities Llc Glendale CA 10/2019 04/2021
New York Life Insurane Co. Glendale CA 02/2019 04/2021
Socal Group Torrance CA 12/2018 03/2019
Mountain View Concept Greenville SC 10/2018 11/2018
Alliance College Ready Public Schools Los Angeles CA 08/2016 07/2018
Ameritas Investment Company, Llc Lincoln NE 03/2023 05/2024
Ameritas Life Insurance Company Lincoln NE 01/2022 05/2024
Mutual Of Omaha Sherman Oaks CA 05/2024 03/2025
Ameritas Advisory Services, Llc Lincoln NE 03/2023 05/2024
Citigroup Sherman Oaks CA 03/2025 Present
Mutual Of Omaha Sherman Oaks CA 05/2021 01/2022
  • 10/2019 → 04/2021
    Nylife Securities Llc
    Glendale, CA
  • 02/2019 → 04/2021
    New York Life Insurane Co.
    Glendale, CA
  • 12/2018 → 03/2019
    Socal Group
    Torrance, CA
  • 10/2018 → 11/2018
    Mountain View Concept
    Greenville, SC
  • 08/2016 → 07/2018
    Alliance College Ready Public Schools
    Los Angeles, CA
  • 03/2023 → 05/2024
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 01/2022 → 05/2024
    Ameritas Life Insurance Company
    Lincoln, NE
  • 05/2024 → 03/2025
    Mutual Of Omaha
    Sherman Oaks, CA
  • 03/2023 → 05/2024
    Lincoln, NE
  • 03/2025 → Present
    Citigroup
    Sherman Oaks, CA
  • 05/2021 → 01/2022
    Mutual Of Omaha
    Sherman Oaks, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-04
S63 Uniform Securities Agent State Law Examination 2019-12-12
  • S65 Uniform Investment Adviser Law Examination
    2023-03-04
  • S63 Uniform Securities Agent State Law Examination
    2019-12-12
Other Names
  • Jonathon Devase

View on SEC IAPD

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