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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 | 2024-11-12 |
Branch Locations
Citi Private Bank 2700 Post Oak Blvd 5Th Floor, Suite 500, Houston, TX 77056-5830 • United States
Citi Private Bank 1225 17Th Street, 21St Floor, Suite 2100, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diversify | Sandy | UT | 04/2019 | 02/2021 |
| Brigham Young University | Provo | UT | 01/2019 | 04/2019 |
| Acafs The Family Academy | Provo | UT | 07/2018 | 12/2018 |
| Missionary Training Center | Provo | UT | 08/2017 | 08/2018 |
| Linktrust | Provo | UT | 11/2016 | 07/2017 |
| Brigham Young University | Provo | UT | 02/2016 | 10/2016 |
| Dfpg Investments, Inc. | Sandy | UT | 10/2019 | 02/2021 |
| Unemployed | University City | MO | 03/2021 | 01/2022 |
| Fidelity Investments | St. Louis | MO | 02/2022 | 10/2024 |
| Brigham Young University | Provo | UT | 07/2013 | 08/2020 |
| Citigroup | Houston | TX | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-21 |
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