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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2022-04-18 |
Branch Locations
Citi Wealth Management, Supervision 14808 Pipeline Ave, Suite 101, Chino Hills, CA 91709 • United States
Chicago, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Chicago | IL | 02/2009 | 02/2022 |
| Jpmorgan Chase Bank Na | Chicago | IL | 01/2007 | 02/2022 |
| Citigroup | Chicago | IL | 02/2022 | Present |
Rental Property - 6142 S Fairfield Ave, Chicago, IL 60629; Investment-related; Started: 3/1/2012; Title: Landlord; Duties: Schedule maintenance repairs; No time is devoted each month during securities trading hours; 3 hours are devoted each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-23 |
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