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Citigroup Global Markets Inc. CRD 7059
$56.0B regulatory AUM 2,481 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-15 |
Branch Locations
Citi Private Bank Two Court Square, 12Th Fl, Long Island City, NY 11101 • United States
San Antonio, TX • United States
Citi Wealth Management, Supervision 100 Citibank Dr, Bldg 2, San Antonio, TX 78245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Antonio | TX | 04/2019 | 04/2022 |
| Whole Foods Market, Inc. | San Antonio | TX | 01/2014 | 04/2019 |
| Citigroup | San Antonio | TX | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-03 |
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