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Kelly Knight

Citigroup Global Markets Inc.

Bay Shore, NY

Irving, TX

Joshua, TX

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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 2022-06-14
  • TX RA
    APPROVED
    Since 2022-06-14

Branch Locations

Citi Wealth Management, Supervision 77 E Main Street, 2Nd Fl, Bay Shore, NY 11706 • United States

Citi Wealth Management, Supervision 6400 Las Colinas Blvd, 3Rd Fl, Irving, TX 75039 • United States

Joshua, TX • 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
Wells Fargo Advisors Llc Fort Worth TX 01/2011 11/2016
Wells Fargo Clearing Services, Llc Fort Worth TX 11/2016 09/2018
First Command Financial Services, Inc Fort Worth TX 09/2018 05/2022
Citigroup Irving TX 06/2022 Present
  • 01/2011 → 11/2016
    Wells Fargo Advisors Llc
    Fort Worth, TX
  • 11/2016 → 09/2018
    Wells Fargo Clearing Services, Llc
    Fort Worth, TX
  • 09/2018 → 05/2022
    First Command Financial Services, Inc
    Fort Worth, TX
  • 06/2022 → Present
    Citigroup
    Irving, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-14
  • S66 Uniform Combined State Law Examination
    2006-12-14
Other Names
  • Kelly Jane Houston
  • Kelly Jane Knight

View on SEC IAPD

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SHEEHAN FINANCIAL ADVISORS, LLC
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STATE FARM INVESTMENT MANAGEMENT CORP.
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J.P. MORGAN SECURITIES LLC

Other Investors

DAVID CARL MASSA
ANTHONY JOSEPH CERULLI
JEFFREY ALBANO
ANDREW ERWIN LUTSCH
GREGORY GOEBEL
Jason D Rubinstein
ANTHONY MACHIANO
Aazar A Bhatti

Other Offices

CITIGROUP GLOBAL MARKETS INC. · BAYSHORE, NY
ALLSTATE FINANCIAL ADVISORS, LLC · Bay Shore, NY
LPL FINANCIAL LLC · BAY SHORE, NY
LPL FINANCIAL LLC · BAY SHORE, NY
COLUCCI WEALTH MANAGEMENT LLC · BRIGHTWATERS, NY
SHEEHAN FINANCIAL ADVISORS, LLC · BRIGHTWATERS, NY
DAHAB ASSOCIATES INC · BAY SHORE, NY
STATE FARM INVESTMENT MANAGEMENT CORP. · Islip, NY

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