Best Investors Account Sign in
Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-05
  • CT RA
    APPROVED
    Since 2025-03-05

Branch Locations

Cwm Retail, Sales 999 Highridge Road, Stamford, CT 06905 • United States

Citi Wealth Management, Sales 750 Washington Blvd, Fl 7, Stamford, CT 06901 • 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
Wells Fargo Advisors Financial Network, Llc East Providence RI 01/2022 01/2025
Columbia Threadneedle Investments Providence RI 10/2019 12/2021
Fidelity Investments Smithfield RI 06/2018 08/2018
Parsonskellogg East Providence RI 06/2017 08/2017
Union College Schenectady NY 09/2015 06/2019
Rhode Island Country Club Barrington RI 05/2016 09/2016
Unemployed Barrington RI 07/2019 09/2019
Citigroup Stamford CT 02/2025 Present
  • 01/2022 → 01/2025
    East Providence, RI
  • 10/2019 → 12/2021
    Columbia Threadneedle Investments
    Providence, RI
  • 06/2018 → 08/2018
    Fidelity Investments
    Smithfield, RI
  • 06/2017 → 08/2017
    Parsonskellogg
    East Providence, RI
  • 09/2015 → 06/2019
    Union College
    Schenectady, NY
  • 05/2016 → 09/2016
    Rhode Island Country Club
    Barrington, RI
  • 07/2019 → 09/2019
    Unemployed
    Barrington, RI
  • 02/2025 → Present
    Citigroup
    Stamford, CT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-25
  • S66 Uniform Combined State Law Examination
    2022-05-25

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Stamford, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor