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Larry W Zimmerman

Citigroup Global Markets Inc.

Fresno, CA

San Antonio, TX

San Antonio, TX

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Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-04-27
  • TX RA
    APPROVED
    Since 2020-04-27

Branch Locations

Citi Wealth Management, Supervision 6715 North Palm Avenue #208, Fresno, CA 93704 • United States

Citi Wealth Management, Supervision 100 Citibank Dr, Bldg 2, San Antonio, TX 78245 • United States

San Antonio, TX • 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
Usaa Financial Advisors, Inc San Antonio TX 10/2013 07/2019
Usaa Financial Planning Services San Antonio TX 10/2013 07/2019
Usaa Investment Management Company San Antonio TX 01/2018 07/2019
Victory Capital Advisers, Inc. Brooklyn OH 07/2019 01/2020
Citibank San Antonio TX 01/2020 Present
  • 10/2013 → 07/2019
    Usaa Financial Advisors, Inc
    San Antonio, TX
  • 10/2013 → 07/2019
    Usaa Financial Planning Services
    San Antonio, TX
  • 01/2018 → 07/2019
    Usaa Investment Management Company
    San Antonio, TX
  • 07/2019 → 01/2020
    Victory Capital Advisers, Inc.
    Brooklyn, OH
  • 01/2020 → Present
    Citibank
    San Antonio, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-02-25
S63 Uniform Securities Agent State Law Examination 1999-09-20
  • S65 Uniform Investment Adviser Law Examination
    2011-02-25
  • S63 Uniform Securities Agent State Law Examination
    1999-09-20
Other Names
  • Larry Wayne Zimmerman

View on SEC IAPD

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PERENNIAL FINANCIAL SERVICES · Fresno, CA
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