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Jimmy Lazos

Citigroup Global Markets Inc.

New York, NY

Fort Lee, NJ

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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 2025-04-06
  • NY RA
    APPROVED
    Since 2025-04-06

Branch Locations

Cwm Retail, Sales 170 West 72Nd Street, New York, NY 10023 • United States

Citi Wealth Management, Sales 2071 Lemoine Avenue - 02, Fort Lee, NJ 07024 • 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
Citigroup New York NY 09/2016 12/2017
Citigroup New York NY 12/2017 04/2022
Citigroup Private Bank New York NY 04/2022 08/2024
Citigroup New York NY 03/2025 Present
Unemployed New York NY 08/2024 03/2025
  • 09/2016 → 12/2017
    Citigroup
    New York, NY
  • 12/2017 → 04/2022
    Citigroup
    New York, NY
  • 04/2022 → 08/2024
    Citigroup Private Bank
    New York, NY
  • 03/2025 → Present
    Citigroup
    New York, NY
  • 08/2024 → 03/2025
    Unemployed
    New York, NY
Previous Registrations
  • 2021-06-30 → 2024-08-28
    Citigroup Global Markets Inc.
    New York, NY
    New York, NY
    New York, NY
    Port Jefferson, NY
    Holbrook, NY
    New York, NY
    New York, NY
    Uniondale, NY
    Fort Mill, SC
    New York, NY
    Totowa, NJ
  • 2022-04-13 → 2010-06-30
    Citi Private Alternatives, Llc
    New York, NY
    Totowa, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-30
S63 Uniform Securities Agent State Law Examination 2017-12-18
  • S66 Uniform Combined State Law Examination
    2021-06-30
  • S63 Uniform Securities Agent State Law Examination
    2017-12-18

View on SEC IAPD

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ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
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