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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 | 2013-01-02 |
Branch Locations
Citi Private Bank 300 Crescent Court, Suite 950, Dallas, TX 75201 • United States
Citi Private Bank 1225 17Th Street, 21St Floor, Suite 2100, Denver, CO 80202 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Dallas | TX | 06/2012 | Present |
J-B OIL INVESTMENTS, LLC; NOT INVESTMENT-RELATED; HAYS, KS 67601; OWNS NON-OPERATING WORKING INTEREST IN OIL AND GAS EXPLORATION AND PRODUCTION LEASES; OWNER AND MANAGING MEMBER; 07/2011; 1 HOUR PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; LOCATE AND MAKE DECISIONS ON PURCHASING NON-OPERATING WORKING INTEREST IN OIL AND GAS LEASES. ///// DLJB Ventures LLC; Investing; Investment related; Dallas, TX; Affiliation started 01/31/2020; Title; Member; Duties: Managing member; no day-to-day; No time is devoted to the business each month during or outside securities trading hours./////
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-21 |
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