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Travis Ryan Short

Citigroup Global Markets Inc.

O'FAllon, MO

St Charles, MO

CRD 7049359

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Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-04-11
  • MO RA
    APPROVED
    Since 2023-04-11

Branch Locations

Citi Wealth Management, Service/Operations 1000 Technology Drive, 3Rd Fl, O'FAllon, MO 63368 • United States

St Charles, MO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade St Charles MO 11/2018 02/2020
Ditech Holding Corporation Maryland Heights MO 10/2011 11/2018
Citigroup O'FAllon MO 03/2020 Present
  • 11/2018 → 02/2020
    Td Ameritrade
    St Charles, MO
  • 10/2011 → 11/2018
    Ditech Holding Corporation
    Maryland Heights, MO
  • 03/2020 → Present
    Citigroup
    O'FAllon, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-08
S63 Uniform Securities Agent State Law Examination 2019-04-09
  • S66 Uniform Combined State Law Examination
    2023-04-08
  • S63 Uniform Securities Agent State Law Examination
    2019-04-09
Other Names
  • Travis Ryan Short
  • Travis Short

View on SEC IAPD

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