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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-14 |
Branch Locations
Citi Wealth Management, Supervision 6715 North Palm Avenue #208, Fresno, CA 93704 • United States
Citi Wealth Management, Supervision 6400 Las Colinas Blvd, 3Rd Fl, Irving, TX 75039 • United States
Mckinney, TX • United States
Mckinney, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Irving | TX | 07/2015 | 10/2016 |
| Capital One Investing | Plano | TX | 10/2016 | 07/2018 |
| Jp Morgan Securities, Llc | Plano | TX | 07/2018 | 04/2020 |
| Kyles General Store | Mckinney | TX | 11/2018 | 02/2019 |
| Fisher Investments | Plano | TX | 04/2020 | 12/2020 |
| J.P. Morgan Securities Llc | Plano | TX | 01/2021 | 06/2023 |
| Clubcorp - Stonebridge Ranch Country Club | Mckinney | TX | 07/2022 | 10/2022 |
| Citigroup | Irving | TX | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-27 |
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