DAVID YEPEZ is an investment adviser representative (IAR) with state registration records since 2010, appearing at 3 firms. Currently registered with CITIGROUP GLOBAL MARKETS INC..
| Firm | From | To | Current |
|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | 2023-09-13 | present | Yes |
| EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. | 2021-09-23 | 2023-08-18 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2018-09-21 | 2021-09-03 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2014-04-16 | 2014-08-14 | — |
| CHASE INVESTMENT SERVICES CORP. | 2010-04-06 | 2011-01-14 | — |