David Yepez

Current Employers

Employment History

• 07/2014 → 07/2018
  J.P. Morgan Securities Llc
  New York, NY
• 07/2014 → 07/2018
  Jpmorgan Chase Bank Na
  New York, NY
• 07/2018 → 09/2021
  Citigroup
  Miami, FL
• 01/2021 → 09/2021
  Citibank
  Miami, FL
• 01/2021 → 09/2021
  Citi International Financial Services Llc
  Miami, FL
• 09/2021 → 07/2023
  Efg Capital International Corp
  Miami, FL
• 07/2023 → Present
  Citigroup
  Miami, FL

Previous Registrations

• 2021-09-23 → 2023-08-18
  Efg Private Wealth Management (Americas) Corp.
  Miami, FL
• 2018-09-21 → 2021-09-03
  Citigroup Global Markets Inc.
  Miami, FL
• 2014-04-16 → 2014-08-14
  Citigroup Global Markets Inc.
  New York, NY
• 2010-04-06 → 2011-01-14
  Chase Investment Services Corp.
  New York, NY
  New York, NY

Other Businesses

Yepez Paso Fino LLC; Not Investment-Related; Miami, Florida; Nature: Horse consulting and Breeding, Show horses for Equitation; TItle: Owner; Started: 04/01/2021; Hours devoted to other business outside of securities trading hours each month:11-20; Hours devoted to other business during securities trading hours each month: 0; Duties: I find Stallions and Mares for breeding, and have offspring, that are cared for and trained to become Show horses. These horses are later sold or rented to Equestrian Centers.///// Criadero Villa Yepez Inc; Not Investment-related; Nature: Paso Fino Horse Breeding and Show Horse Management and Representation; Miami, Florida; Started: December 11, 2024; Title: CEO; Duties: Manage the identification, purchase of Stallions and Mares for breeding; No time is devoted each month during securities trading hours; 6-10 hours are devoted each month outside of securities trading hours.///

Exams

• S66 Uniform Combined State Law Examination
  2018-09-19

Other Names

• David Antonio Yepez