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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2022-09-02 |
Branch Locations
Citi Retail Banking Sales 8701 West Sahara, Las Vegas, NV 89117 • United States
Citi Wealth Management, Sales 10211 South Eastern Avenue, Henderson, NV 89052 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | San Francisco | CA | 12/2011 | 09/2017 |
| Wells Fargo Advisors Llc | San Francisco | CA | 02/2013 | 09/2017 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 04/2013 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 09/2017 | 10/2021 |
| Bank Of America, N.A. | San Francisco | CA | 09/2017 | 10/2021 |
| Leverage Trade Capital | Las Vegas | NV | 10/2021 | 06/2022 |
| Citigroup | Las Vegas | NV | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-16 |
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