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Robert Holt Banks

Citigroup Global Markets Inc.

New York, NY

Tampa, FL

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Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-12
  • FL RA
    APPROVED
    Since 2025-02-12

Branch Locations

388 Greenwich Street Tower Building, New York, NY 10013 • UNITED STATES

Citi Private Bank 3800 Citigroup Center Drive, Tampa, FL 33610-9122 • 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
T. Rowe Price Investment Services, Inc. Tampa FL 09/2014 06/2019
Raymond James & Associates, Inc St Petersburg FL 06/2019 10/2024
Raymond James Financial Services Advisors Inc. St. Petersburg FL 01/2024 10/2024
Raymond James Financial Services, Inc. St. Petersburg FL 01/2024 10/2024
Citigroup Global Markets Inc Tampa FL 10/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-01
S63 Uniform Securities Agent State Law Examination 2016-02-04
  • S66 Uniform Combined State Law Examination
    2022-09-01
  • S63 Uniform Securities Agent State Law Examination
    2016-02-04
Other Names
  • Robert Holt Banks
  • Robert Banks Holt
  • Robert Banks

View on SEC IAPD

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