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Chad Stanley Thomas

Citigroup Global Markets Inc.

San Francisco, CA

Palo Alto, CA

San Mateo, CA

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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 2017-12-06
  • CA RA
    APPROVED
    Since 2017-12-06

Branch Locations

Citi Private Bank 1 Market Plaza, 42Nd Floor, San Francisco, CA 94105 • United States

Citi Private Bank 531-535 Cowper Street, Palo Alto, CA 94301 • United States

San Mateo, CA • 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
J.P. Morgan Securities, Inc. San Francisco CA 02/2000 10/2017
J.P. Morgan Chase & Co. San Francisco CA 01/2002 10/2017
Citigroup Global Markets Inc San Francisco CA 10/2017 Present
Citi Private Advsiory Llc San Francisco CA 10/2017 Present
  • 02/2000 → 10/2017
    J.P. Morgan Securities, Inc.
    San Francisco, CA
  • 01/2002 → 10/2017
    J.P. Morgan Chase & Co.
    San Francisco, CA
  • 10/2017 → Present
    Citigroup Global Markets Inc
    San Francisco, CA
  • 10/2017 → Present
    Citi Private Advsiory Llc
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-06
S63 Uniform Securities Agent State Law Examination 2000-11-07
  • S66 Uniform Combined State Law Examination
    2017-12-06
  • S63 Uniform Securities Agent State Law Examination
    2000-11-07
Other Names
  • Chad Stanley Thomas
  • Chad Thomas

View on SEC IAPD

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