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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-02 |
Branch Locations
San Antonio, TX • United States
Citi Wealth Management, Nic 100 Citibank Drive, San Antonio, TX 78245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | San Antonio | TX | 10/2012 | 08/2018 |
| Paparazzi Accessories | Hurricane | UT | 01/2015 | 08/2019 |
| Nielsen Co | San Antonio | TX | 01/2016 | 03/2018 |
| Jp Morgan Securities Llc | San Antonio | TX | 08/2018 | 06/2025 |
| Qvc, Inc. | San Antonio | TX | 10/2019 | 12/2019 |
| Life Span | San Antonio | TX | 07/2020 | Present |
| Citigroup | San Antonio | TX | 06/2025 | Present |
Entity Name: Life Span Investment related: No Address: 6243 IH 10 West #430 San Antonio TX 78201 Nature of the other business: home health care Position/Title/Relationship: Provider Start Date: 04-Jul-2020 Approximate # of hours a month: 56 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Provider
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-22 |
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