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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-22 |
Branch Locations
Citi Wealth Management, Supervision 7795 West Flagler Street, Miami, FL 33144 • United States
Citi Wealth Management, Supervision 100 Citibank Dr, Bldg 2, San Antonio, TX 78245 • United States
San Antonio, TX • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | San Antonio | TX | 06/2016 | 12/2017 |
| Citi Group | San Antonio | TX | 03/2018 | 11/2024 |
| Unemployed | San Antonio | TX | 12/2017 | 03/2018 |
| Frost Brokerage Services, Inc. | San Antonio | TX | 11/2024 | 05/2025 |
| Frost Investment Services | San Antonio | TX | 11/2024 | 05/2025 |
| Citi Group | San Antonio | TX | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-19 |
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