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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 | 2024-12-24 |
Branch Locations
One Market Plaza, San Francisco, CA 94105 • United States
388 Greenwich Street Tower Building, New York, NY 10013 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc | San Francisco | CA | 08/2016 | 09/2021 |
| Citibank N.A. | San Francisco | CA | 08/2016 | 09/2021 |
| First Republic Bank | San Francisco | CA | 09/2021 | 07/2023 |
| First Republic Securities Company, Llc | San Francisco | CA | 04/2022 | 09/2023 |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2023 | 11/2024 |
| Jp Morgan Chase Bank, N.A. | San Francisco | CA | 10/2023 | 11/2024 |
| Citigroup | San Francisco | CA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-13 |
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