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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-03-07 |
Branch Locations
Citi Wealth Management, Supervision 1000 Technology Drive, 3N, O'FAllon, MO 63368 • United States
Dow, IL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bollinger Services | Grafton | IL | 03/1999 | Present |
| Scottrade | St. Louis | MO | 03/2015 | 02/2018 |
| Td Ameritrade, Inc. | St Louis | MO | 02/2018 | 01/2020 |
| Citigroup | O'FAllon | MO | 01/2020 | Present |
Name of Outside Business:Bollinger Services; Investment Related:No; Address of Outside Business:Grafton IL; Nature of Outside Business:Other; Position:Member; Start Date:3/1/2001; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: Ocassionally assist with the duties needed to run the business. /////
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-03 |
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