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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-26 |
Branch Locations
Cwm Retail, Sales 3102 Nw 50Th St, Tamarac, FL 33309 • United States
Citi Wealth Management, Sales 13430 S.W. 120 Street, Miami, FL 33186 • United States
Citi Retail Banking 1290 Weston Road, Weston, FL 33326 • United States
Citi Retail Banking 8400 West Broward Blvd, Plantation, FL 33324 • United States
Cwm Retail, Sales 5825 North University Drive, Tamarac, FL 33321 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Sunny Isles Beach | FL | 08/2016 | 10/2021 |
| Jpmorgan Securities Llc | Sunny Isles Beach | FL | 08/2016 | 10/2021 |
| Citigroup Global Markets Inc | Doral | FL | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-28 |
| S65 | Uniform Investment Adviser Law Examination | 1999-11-01 |
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