Best Investors Account Sign in

Robert Daniel Bishop

Citigroup Global Markets Inc.

Fresno, CA

Independence, KY

Florence, KY

Claim This Profile
Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2022-06-14
  • KY RA
    APPROVED
    Since 2022-06-14

Branch Locations

Citi Wealth Management, Supervision 6715 North Palm Avenue #208, Fresno, CA 93704 • United States

Independence, KY • United States

Citi Retail Banking 4674 Houston Road, Florence, KY 41042 • 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
Bobkats Inc Brownsville IN 06/2000 05/2022
Citigroup Global Markets, Inc. Florence KY 04/2011 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-13
S63 Uniform Securities Agent State Law Examination 2012-04-30
  • S65 Uniform Investment Adviser Law Examination
    2021-12-13
  • S63 Uniform Securities Agent State Law Examination
    2012-04-30
Other Names
  • Rob D Bishop
  • Robert D Bishop

View on SEC IAPD

Other Firms

MORGAN STANLEY
RBC CAPITAL MARKETS, LLC
USI ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PERENNIAL FINANCIAL SERVICES
LPL FINANCIAL LLC
BEACON POINTE ADVISORS, LLC
MOTIV8 INVESTMENTS LLC

Other Investors

JASON RICHARD AHRONIAN
JEBBER JAKE COZZI
DAVID NEAL BAKER
Marc A Maguire
SCOTT PATRICK YOUNG
Kimberly Jean Gambero
ANTOINETTE ROBINSON
Cherlyn S Rugg

Other Offices

MORGAN STANLEY · Fresno, CA
RBC CAPITAL MARKETS, LLC · FRESNO, CA
USI ADVISORS · Fresno, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FRESNO, CA
PERENNIAL FINANCIAL SERVICES · Fresno, CA
PERENNIAL FINANCIAL SERVICES · Fresno, CA
LPL FINANCIAL LLC · FRESNO, CA
BEACON POINTE ADVISORS, LLC · FRESNO, CA

More in Fresno, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor