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Mario Moreno

Citigroup Global Markets Inc.

San Antonio, TX

San Antonio, TX

Jacksonville, FL

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Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-09-06
  • TX RA
    APPROVED
    Since 2022-09-06

Branch Locations

Citi Wealth Management, Nic 100 Citibank Drive, San Antonio, TX 78245 • United States

San Antonio, TX • United States

Citi Wealth Management, Nic 14000 Citi Cards Way, Building C2, Jacksonville, FL 32258 • 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
Swbc Investment Services, Llc San Antonio TX 08/2019 08/2022
Enterprise Holdings Llc San Antonio TX 09/2014 10/2018
Unemployed San Antonio TX 11/2018 07/2019
Swbc Investment Company San Antonio TX 08/2019 08/2022
Citigroup San Antonio TX 08/2022 Present
  • 08/2019 → 08/2022
    Swbc Investment Services, Llc
    San Antonio, TX
  • 09/2014 → 10/2018
    Enterprise Holdings Llc
    San Antonio, TX
  • 11/2018 → 07/2019
    Unemployed
    San Antonio, TX
  • 08/2019 → 08/2022
    Swbc Investment Company
    San Antonio, TX
  • 08/2022 → Present
    Citigroup
    San Antonio, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-20
  • S66 Uniform Combined State Law Examination
    2020-11-20
Other Names
  • Mario Abraham Moreno

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
1900 WEALTH
ROCKEFELLER FINANCIAL LLC
PARK AVENUE SECURITIES LLC
RBC CAPITAL MARKETS, LLC
KESTRA ADVISORY SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
ULRICH INVESTMENT CONSULTANTS

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Erik Carl Munson
Joshua L Killeen

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

More in San Antonio, TX

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