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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
TX RA APPROVED 2017-06-06
  • TX RA
    APPROVED
    Since 2017-06-06

Branch Locations

Citi Private Bank Two Court Square, 12Th Fl, Long Island City, NY 11101 • United States

San Antonio, TX • United States

Citi Wealth Management, Supervision 100 Citibank Dr, Bldg 2, San Antonio, TX 78245 • 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
Dennis Hill/The Leaders Financial Group Spring TX 05/2016 06/2017
The Leaders Group Inc Littleton CO 05/2016 06/2017
Citi Group Global Markets Inc San Antonio TX 06/2017 Present
  • 05/2016 → 06/2017
    Dennis Hill/The Leaders Financial Group
    Spring, TX
  • 05/2016 → 06/2017
    The Leaders Group Inc
    Littleton, CO
  • 06/2017 → Present
    Citi Group Global Markets Inc
    San Antonio, TX
Previous Registrations
  • 2016-05-27 → 2017-05-31
    Spring, TX
    Summit, NJ
  • 2013-10-01 → 2014-07-22
    Pnc Managed Account Solutions, Inc.
    The Woodlands, TX
  • 2010-09-27 → 2012-12-21
    Conroe, TX
    St Louis, MO
    The Woodlands, TX
    The Woodlands, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-24
  • S66 Uniform Combined State Law Examination
    2010-09-24
Other Names
  • Carmen Hill
  • Carmen Maria Chaves Calderon
  • Carmen Chaves Hill
  • Carmen Maria Hill

View on SEC IAPD

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