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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 2025-09-30
  • NY RA
    APPROVED
    Since 2025-09-30

Branch Locations

Hinsdale, IL • United States

Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • United States

Citi Private Bank 111 Huntington Avenue, 29Th Floor, Boston, MA 02199 • 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
Jpmorgan Securites Llc Chicago IL 08/2014 05/2025
Jpmorgan Chase Bank Na Chicago IL 08/2014 05/2025
Citigroup Boston MA 08/2025 Present
  • 08/2014 → 05/2025
    Jpmorgan Securites Llc
    Chicago, IL
  • 08/2014 → 05/2025
    Jpmorgan Chase Bank Na
    Chicago, IL
  • 08/2025 → Present
    Citigroup
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-26
S63 Uniform Securities Agent State Law Examination 2014-09-19
  • S65 Uniform Investment Adviser Law Examination
    2024-02-26
  • S63 Uniform Securities Agent State Law Examination
    2014-09-19
Other Names
  • Kristen Fernandes
  • Kristen Keeffe Mcnamara

View on SEC IAPD

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