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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-11-17 |
| NV | RA | APPROVED | 2018-08-21 |
Branch Locations
Citi Wealth Management, Sales 10211 South Eastern Avenue, Henderson, NV 89052 • United States
Citi Wealth Management, Sales 17400 Brookhurst St. Suite 200, Fountain Valley, CA 92708 • United States
Las Vegas, NV • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 07/2010 | 08/2018 |
| Bbva Wealth Solutions Inc. | Temecula | CA | 10/2010 | 08/2018 |
| Bbva Securities Inc. | Temecula | CA | 05/2013 | 08/2018 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 08/2010 | 08/2018 |
| Citigroup | Las Vegas | NV | 08/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-18 |
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