Michael Taylor Liddell

Citigroup Global Markets Inc.

CRD 5934343

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Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Citigroup Global Markets Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-10-02
FL	RA	APPROVED	2018-04-27

TX RA
APPROVED

Since 2023-10-02
FL RA
APPROVED

Since 2018-04-27

Branch Locations

Citi Private Bank 3800 Citigroup Center Drive, Bldg. A, Fl 1, Tampa, FL 33610 • United States

Austin, 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

Organization	City	State	From	To
Raymond James Financial Services, Inc.	St. Petersburg	FL	08/2013	Present
Rodan And Fields	Riverview	HI	09/2016	12/2016
Citigroup	Tampa	NY	09/2017	Present

08/2013 → Present

Raymond James Financial Services, Inc.

St. Petersburg, FL
09/2016 → 12/2016

Rodan And Fields

Riverview, HI
09/2017 → Present

Citigroup

Tampa, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-04-26
S63	Uniform Securities Agent State Law Examination	2012-02-14

S65 Uniform Investment Adviser Law Examination

2018-04-26
S63 Uniform Securities Agent State Law Examination

2012-02-14

View on SEC IAPD

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