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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-22 |
Branch Locations
Citi Private Bank 2700 Post Oak Boulevard, Suite 500, Houston, TX 77056 • United States
Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States
Katy, TX • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Houston | TX | 12/2015 | 03/2019 |
| Jp Morgan Chase Bank Na | Houston | TX | 12/2015 | 03/2019 |
| Citigroup | Houston | TX | 03/2019 | Present |
S & N Soccer, LLC; Not Investment-related; Nature: Soccer coaching, training for youth boys and girls.; Katy, Texas.; Started: October 3, 2023.; Title: Member Manager.; Duties: I provide soccer coaching/tutoring for youth girls and boys. Currently providing private soccer lessons. ; 0. hours are devoted each month during securities trading hours; 1-5. hours are devoted each month outside of securities trading hours. /////
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-13 |
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