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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-02 |
Branch Locations
Citi Wealth Management, Nic 100 Citibank Drive, San Antonio, TX 78245 • United States
Helotes, TX • United States
Citi Wealth Management, Nic 14000 Citi Cards Way, Building C2, Jacksonville, FL 32258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Fe | NM | 04/2015 | 12/2016 |
| Unemployed | Santa Fe | NM | 12/2016 | 04/2017 |
| New Mexico Financial Institutions Division, Reg. & Lic. Dept. | Santa Fe | NM | 04/2017 | 03/2018 |
| Citigroup | San Antonio | TX | 03/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-07 |
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