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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-04 |
Branch Locations
Citi Wealth Management, Supervision 6400 Las Colinas Blvd, 3Rd Fl, Irving, TX 75039 • United States
Mansfield, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Addison | TX | 02/2015 | 06/2020 |
| Usaa Financial Planning Services | Addison | TX | 02/2015 | 06/2020 |
| Usaa Investment Services Company | San Antonio | TX | 01/2018 | 06/2020 |
| Unemployed | Mansfield | TX | 06/2020 | 09/2020 |
| Bbva Usa | Birmingham | AL | 09/2020 | 12/2021 |
| Bbva Securities Inc | Dallas | TX | 09/2020 | 12/2021 |
| Bbva Insurance Agency Inc | Austin | TX | 09/2020 | 12/2021 |
| Bbva Wealth Solutions Inc. | Dallas | TX | 09/2020 | 12/2021 |
| Citigroup | Irving | TX | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-29 |
| S65 | Uniform Investment Adviser Law Examination | 1997-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-07 |
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