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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-08 |
Branch Locations
Citi Wealth Management, Supervision 100 Citibank Dr, Bldg 2, San Antonio, TX 78245 • United States
Citi Wealth Management, Sales 388 Greenwich St, 22Nd Fl, New York, NY 10013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | San Antonio | TX | 07/2021 | Present |
| Jcrew | San Antonio | TX | 10/2020 | 07/2021 |
| Heb | San Antonio | TX | 04/2020 | 09/2020 |
| Vip Kid | San Antonio | TX | 12/2018 | 12/2021 |
| Self-Employed | San Antonio | TX | 07/2000 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-15 |
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