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Mario Abraham Toledo Martinez

Citigroup Global Markets Inc.

San Francisco, CA

San Francisco, CA

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Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-04
  • CA RA
    APPROVED
    Since 2025-09-04

Branch Locations

Cwm Retail, Sales 1 California St, San Francisco, CA 94111 • United States

Citi Wealth Management, Sales One Market Plaza, 40Th Fl, San Francisco, CA 94105 • 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
Wells Fargo Bank Na San Francisco CA 04/2011 08/2025
Wells Fargo Advisors Llc San Francisco CA 07/2013 11/2016
Wells Fargo Clearing Services, Llc San Francisco CA 11/2016 08/2025
Citigroup San Francisco CA 09/2025 Present
  • 04/2011 → 08/2025
    Wells Fargo Bank Na
    San Francisco, CA
  • 07/2013 → 11/2016
    Wells Fargo Advisors Llc
    San Francisco, CA
  • 11/2016 → 08/2025
    Wells Fargo Clearing Services, Llc
    San Francisco, CA
  • 09/2025 → Present
    Citigroup
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-12
S63 Uniform Securities Agent State Law Examination 2013-09-11
  • S65 Uniform Investment Adviser Law Examination
    2022-08-12
  • S63 Uniform Securities Agent State Law Examination
    2013-09-11
Other Names
  • Mario Toledo
  • Mario Abraham Toledo
  • Mario Abraham Toledo Martinez
  • Mario Toledo Martinez

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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