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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-01 |
Branch Locations
Citi Retail Banking 451 Montgomery Street, 2Nd Floor- Suite 200, San Francisco, CA 94104 • United States
Cwm Retail, Sales 1 California St, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kevin'S K9 School | San Francisco | CA | 03/2019 | Present |
| J.P. Morgan Securities Llc | San Francisco | CA | 11/2012 | 09/2025 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 11/2012 | 09/2025 |
| Citigroup | San Francisco | CA | 10/2025 | Present |
ACTIVITY TYPE: 3 - SECOND JOB NAME OF ENTITY: KEVIN'S K9 SCHOOL POSITION: DOG TRAINER START DATE: 3/1/2019 ADDRESS: 25 san Francisco ca DETAILS: K9 OBEDIENCE TRAINING. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 4 HOURS HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-22 |
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