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Roberto Alexander Montiel

Citigroup Global Markets Inc.

Dallas, TX

Los Angeles, CA

Dallas, TX

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Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-06-03
  • TX RA
    APPROVED
    Since 2022-06-03

Branch Locations

Citi Private Bank 300 Crescent Court, Suite 950, Dallas, TX 75201 • United States

Citi Private Bank 300 South Grand Avenue, 31St Floor, Suite 3130, Los Angeles, CA 90071 • United States

Dallas, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank Bronx NY 11/2014 07/2019
Jp Morgan Securities Llc Bronx NY 11/2014 07/2019
Citigroup New York NY 07/2019 Present
  • 11/2014 → 07/2019
    Jpmorgan Chase Bank
    Bronx, NY
  • 11/2014 → 07/2019
    Jp Morgan Securities Llc
    Bronx, NY
  • 07/2019 → Present
    Citigroup
    New York, NY
Previous Registrations
  • 2022-06-03 → 2010-06-30
    Citi Private Alternatives, Llc
    Dallas, TX
    Denver, CO
    Los Angeles, CA
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-29
S63 Uniform Securities Agent State Law Examination 2014-12-30
  • S66 Uniform Combined State Law Examination
    2020-09-29
  • S63 Uniform Securities Agent State Law Examination
    2014-12-30
Other Names
  • Roberto Montiel
  • Roberto A Montiel
  • Roberto Alexander Montiel

View on SEC IAPD

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