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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-03 |
Branch Locations
Citi Wealth Management, Nic 100 Citibank Drive, San Antonio, TX 78245 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisors Asset Management, Inc | Monument | CO | 07/2009 | 10/2018 |
| Lpl Financial, Llc | San Antonio | TX | 11/2018 | 10/2019 |
| Victory Capital Services | San Antonio | TX | 09/2020 | 08/2023 |
| Victory Capital Management | San Antonio | TX | 09/2020 | 08/2023 |
| Dsk Insurance Agency | San Antonio | TX | 10/2018 | 09/2020 |
| Unemployed | San Antonio | TX | 09/2023 | 09/2024 |
| Citigroup | San Antonio | TX | 09/2024 | Present |
//Wildwood Hats LLC; Investment Related: N; Nature: Wildwood Hats makes custom bespoke felt hats ;United States of America,Texas,San Antonio; Started: 2023-06-17; Title: Sales - co owner ; Duties: My wife started the company (before we were married) and I help her as the sales guy. Primarily we go to craft shows on weekends and I talk with customers while she does the craft work.; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 6-10//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-02 |
| S66 | Uniform Combined State Law Examination | 2001-04-24 |
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