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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-03-25 |
Branch Locations
Citi Wealth Management, Nic 14000 Citi Cards Way, C2, Jacksonville, FL 32258 • United States
Florissant, MO • United States
Citi Wealth Management, Service/Operations 1000 Technology Drive, 3Rd Fl, O'FAllon, MO 63368 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | St. Louis | MO | 06/2016 | 07/2017 |
| Wells Fargo Clearing Services, Llc | St. Louis | MO | 07/2017 | 10/2018 |
| Citi | O'FAllon | MO | 03/2021 | Present |
| Wells Fargo Clearing Services, Llc | St. Louis | MO | 10/2018 | 03/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-30 |
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