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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-23 |
Branch Locations
San Antonio, TX • United States
Citi Wealth Management, Supervision 100 Citibank Dr, Bldg 2, San Antonio, TX 78245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | San Antonio | TX | 03/2015 | 01/2017 |
| Usaa Financial Advisors, Inc. | San Antonio | TX | 01/2017 | 06/2020 |
| Usaa Financial Planning Services | San Antonio | TX | 01/2017 | 12/2020 |
| Usaa Investment Services Company | San Antonio | TX | 01/2018 | 03/2022 |
| Usaa Life Insurance Company | San Antonio | TX | 12/2020 | 03/2022 |
| Citigroup | San Antonio | TX | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-25 |
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