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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-02 |
Branch Locations
Citi Wealth Management, Nic 100 Citibank Drive, San Antonio, TX 78245 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi Bank | San Antonio | TX | 09/2014 | Present |
Favor Delivery; On-demand delivery; Not investment-related; San Antonio, TX; Affiliation started 12/07/2018; Title: Self-employed courier; Duties: On-demand delivery; No time is devoted during securities trading hours; 20 hours are devoted to the business each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-17 |
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