Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED | 2010-07-08 |
Branch Locations
Citi Private Bank 2700 Post Oak Blvd 5Th Floor, Suite 500, Houston, TX 77056-5830 • United States
Citi Private Bank 1225 17Th Street, 21St Floor, Suite 2100, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Houston | TX | 02/2010 | Present |
TWO OCHS GP, HOUSTON, TX BUSINESS INVESTMENT RELATED; AFFILIATION BEGAN 2011; TITLE: GP; DUTIES: NONE; NO TIME DEVOTED TO THE BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-25 |
Reach out to this advisor