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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-05-22 |
Branch Locations
Citi Wealth Management, Supervision 100 Citibank Dr, Bldg 2, San Antonio, TX 78245 • United States
Citi Wealth Management, Supervision 14808 Pipeline Ave, Suite 101, Chino Hills, CA 91709 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | San Antonio | TX | 01/2018 | Present |
| Texas A&M University - San Antonio | San Antonio | TX | 01/2017 | 12/2017 |
| H&R Block | San Antonio | TX | 01/2015 | 12/2016 |
Donut Palace 15122 Potranco rd, San Antonio TX 78253 Bakery Shop Owner Started in March 2018 I work at the shop about 10hour a month. I manage the cash flow for the business. /// Baker for Shipley Donuts; Not Investment-related; Nature: Bakery and Coffee shop; San Antonio, TX; Started: February 15, 2025; Title: Baker; Duties: Make donuts, kolaches, sweet bread and sweet goods; No time is devoted each month during securities trading hours; 11-20 hours are devoted each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-23 |
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