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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-12-04 |
Branch Locations
Citi Wealth Management, Sales, 1900 Spring Rd, Suite 101, Oak Brook, IL 60523 • United States
Citi Retail Banking 69 W. Washington, Chicago, IL 60602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Chicago | IL | 06/2018 | 07/2019 |
| Pnc Financial Services | Chicago | IL | 04/2016 | 03/2017 |
| Pnc Financial Services | Chicago | IL | 03/2017 | 06/2018 |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 07/2019 | 10/2021 |
| E*Trade Securities Llc | Chicago | IL | 10/2022 | 04/2023 |
| Pnc Bank | Chicago | IL | 09/2021 | 10/2022 |
| E*Trade Capital Management, Llc | Chicago | IL | 10/2022 | 04/2023 |
| Morgan Stanley | Chicago | IL | 03/2023 | 03/2023 |
| Cetera Financial Group | Chicago | IL | 04/2023 | 07/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 08/2023 | 11/2023 |
| Cetera Investment Advisers | St Cloud | MN | 08/2023 | 11/2023 |
| Cetera Advisors Llc | Greenwood Village | CO | 08/2023 | 11/2023 |
| Cetera Advisor Networks Llc | El Segundo | CA | 08/2023 | 11/2023 |
| Citigroup | Chicago | IL | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-13 |
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