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Chen Xi Chung

Citigroup Global Markets Inc.

Rockville, MD

Rockville, MD

Rockville, MD

Germantown, MD

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Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-28
MD RA APPROVED 2019-03-28
  • TX RA
    APPROVED_RES
    Since 2025-05-28
  • MD RA
    APPROVED
    Since 2019-03-28

Branch Locations

Citi Wealth Management, Sales 822 Rockville Pike, Rockville, MD 20852 • United States

Cwm Retail, Sales 1400 Research Boulevard, Rockville, MD 20850 • United States

Cwm Retail, Sales 822 Rockville Pike, Rockville, MD 20852 • United States

Germantown, MD • 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
OrganizationCityStateFromTo
Citigroup Rockville MD 06/2019 Present
Citigroup Rockville MD 10/2014 06/2019
  • 06/2019 → Present
    Citigroup
    Rockville, MD
  • 10/2014 → 06/2019
    Citigroup
    Rockville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-28
S63 Uniform Securities Agent State Law Examination 2013-02-19
  • S65 Uniform Investment Adviser Law Examination
    2019-03-28
  • S63 Uniform Securities Agent State Law Examination
    2013-02-19

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NAVY FEDERAL INVESTMENT SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
UNITED BROKERAGE SERVICES, INC
PROFIT INVESTMENTS
ORTMAN FINANCIAL PLANNING

Other Investors

JOHN BRIAN OETTINGER
JORDAN SCOTT KRAUS
Anna Laureys Squier
JASON SCOTT COHEN
JENNIFER CHRISTINE PASCAL
DANIEL RONIS
Annalise Taylor Haywood
Liam Christopher Sweet

Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD
NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD
J.P. MORGAN SECURITIES LLC · Rockville, MD
UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD
PROFIT INVESTMENTS · NORTH BETHESDA, MD
ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

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