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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
FL RA APPROVED 2025-10-27
  • FL RA
    APPROVED
    Since 2025-10-27

Branch Locations

Coral Springs, FL • United States

Cwm Retail, Sales 2789 University Drive, Coral Springs, FL 33065 • 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
Hca Florida Plantation FL 08/2024 02/2025
American Express Sunrise FL 08/2022 01/2024
Communications Advertising Deerfield Beach FL 01/2022 08/2022
Linen Finder Coral Springs FL 06/2018 01/2022
Unemployed Coral Springs FL 01/2024 08/2024
Full-Time Education Parkland FL 08/2014 05/2018
Valic Financial Advisors, Inc. Houston TX 03/2025 06/2025
Agia Houston TX 03/2025 06/2025
Unemployed Coral Springs FL 06/2025 09/2025
Citigroup Coral Springs FL 10/2025 Present
  • 08/2024 → 02/2025
    Hca Florida
    Plantation, FL
  • 08/2022 → 01/2024
    American Express
    Sunrise, FL
  • 01/2022 → 08/2022
    Communications Advertising
    Deerfield Beach, FL
  • 06/2018 → 01/2022
    Linen Finder
    Coral Springs, FL
  • 01/2024 → 08/2024
    Unemployed
    Coral Springs, FL
  • 08/2014 → 05/2018
    Full-Time Education
    Parkland, FL
  • 03/2025 → 06/2025
    Valic Financial Advisors, Inc.
    Houston, TX
  • 03/2025 → 06/2025
    Agia
    Houston, TX
  • 06/2025 → 09/2025
    Unemployed
    Coral Springs, FL
  • 10/2025 → Present
    Citigroup
    Coral Springs, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-05
  • S66 Uniform Combined State Law Examination
    2025-09-05

View on SEC IAPD

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