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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-01-04 |
Branch Locations
Citi Wealth Management, Supervision 77 E Main Street, 2Nd Fl, Bay Shore, NY 11706 • United States
Citi Retail Banking 4674 Houston Road, Florence, KY 41042 • United States
Union, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc | San Antonio | TX | 08/1998 | Present |
NKYVC Volleyball; Not Investment-related; Nature: Club volleyball team(s) for kids. ; Kentucky; Started: August 10, 2025; Title: Coach; Duties: Coach kids fundamentals and game of volleyball; No time is devoted each month during securities trading hours; 21-40 hours are devoted each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-06 |
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