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Citigroup Global Markets Inc. CRD 7059
$56.0B regulatory AUM 2,481 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-20 |
Branch Locations
Citi Private Bank Two Court Square, 12Th Fl, Long Island City, NY 11101 • United States
Citi Wealth Management, Supervision 14000 Citi Cards Way, Bldg C2, Jacksonville, FL 32258 • United States
Ponte Vedra, FL • United States
Ponte Vedra, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 12/2014 | 09/2023 |
| Citigroup | Jacksonville | FL | 09/2023 | Present |
Self-Employed Photographer;Not Investment-Related; Ponte Vedra, FL;Sell prints of photographs I have taken and take portraits for customers whom commission the work; Title: Photographer; Started: 01/01/2019; Hours devoted to other business outside of securities trading hours per month: 11-20; Hours devoted to other business during securities trading hours per month:0; Duties: Take photographs and sell prints of those photographs. Also take portraits for customers whom hire me/////
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-20 |
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