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Zhenlin Lu

Citigroup Global Markets Inc.

Oak Brook, IL

Naperville, IL

Naperville, IL

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Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-10-27
  • IL RA
    APPROVED
    Since 2020-10-27

Branch Locations

Citi Wealth Management, Sales, 1900 Spring Rd, Suite 101, Oak Brook, IL 60523 • United States

Cwm Retail, Sales 1195 E. Ogden Avenue, Naperville, IL 60563 • United States

Citi Retail Banking 2775 Forgue Drive, Naperville, IL 60564 • 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
Citigroup Global Markets, Inc Naperville IL 07/2020 Present
Citibank N.A. Naperville IL 10/2013 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-12
S63 Uniform Securities Agent State Law Examination 2013-04-19
  • S66 Uniform Combined State Law Examination
    2020-10-12
  • S63 Uniform Securities Agent State Law Examination
    2013-04-19
Other Names
  • Lu

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · OAK BROOK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Oak Brook, IL
WEALTHQUEST CORPORATION · OAK BROOK, IL
ERGAWEALTH ADVISORS, INC. · OAK BROOK, IL
CETERA INVESTMENT ADVISERS LLC · OAK BROOK, IL
LPL FINANCIAL LLC · OAK BROOK, IL

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