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Citigroup Global Markets Inc. CRD 7059
$56.0B regulatory AUM 2,481 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-06-22 |
Branch Locations
Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • United States
Greenwich, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kcg | Jersey City | NJ | 05/2016 | 06/2017 |
| Jpmorgan Chase Bank Na | Greenwich | CT | 07/2017 | 01/2023 |
| Jpmorgan Securities Llc | Greenwich | CT | 07/2017 | 01/2023 |
| Citigroup | Greenwich | CT | 01/2023 | Present |
Entity Name: Wood Investments Companies Investment related: Y "Address: 2950 Airway Avenue, Suite A9 Costa Mesa, CA 92626" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 06/30/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am an investor in the real estate project
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-26 |
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