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Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-02-14
  • CT RA
    APPROVED
    Since 2025-02-14

Branch Locations

Citi Wealth Management, Sales 750 Washington Blvd, Fl 7, Stamford, CT 06901 • United States

Citi Wealth Management, Sales 14-18 Railroad Avenue, Greenwich, CT 06830 • 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
Westchester Chiropractic And Wellness Harrison NY 01/1990 05/2022
Retired New Rochelle NY 06/2022 08/2022
Fidelity Investments Greenwich CT 09/2022 12/2024
Citigroup Cos Cob CT 01/2025 Present
  • 01/1990 → 05/2022
    Westchester Chiropractic And Wellness
    Harrison, NY
  • 06/2022 → 08/2022
    Retired
    New Rochelle, NY
  • 09/2022 → 12/2024
    Fidelity Investments
    Greenwich, CT
  • 01/2025 → Present
    Citigroup
    Cos Cob, CT
Previous Registrations
  • 2023-04-10 → 2025-01-06
    Fidelity Personal And Workplace Advisors
    Greenwich, CT
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-02-27
S65 Uniform Investment Adviser Law Examination 2022-08-22
  • S63 Uniform Securities Agent State Law Examination
    2023-02-27
  • S65 Uniform Investment Adviser Law Examination
    2022-08-22
Other Names
  • Dick Davidson
  • Richard H Davidson
  • Richardh Davidson

View on SEC IAPD

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