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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-08-10 |
Branch Locations
Citi Private Bank 100 Citibank Drive, Building 2, Floor 2, San Antonio, TX 78245 • United States
Citi Private Bank 3800 Citigroup Center Drive, Tampa, FL 33610-9122 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 03/2016 | 05/2017 |
| Bank Of America, N.A. | Hunt Valley | MD | 05/2016 | 05/2017 |
| Morgan Stanley | Baltimore | MD | 05/2017 | 04/2019 |
| Usaa Financial Advisors Inc | San Antonio | TX | 06/2019 | 07/2020 |
| Usaa Investment Management Company | San Antonio | TX | 06/2019 | 07/2020 |
| Strategic Staffing Solutions | San Antonio | TX | 06/2019 | 07/2020 |
| Umemployed | San Antonio | TX | 05/2019 | 06/2019 |
| Citigroup Global Markets Inc. | San Antonio | TX | 07/2020 | Present |
| Real Estate License | San Antonio | TX | 11/2024 | Present |
Real Estate Agent; Investment-related; Nature: Purchase and sell residential homes for clients; San Antonio, Texas ; Started: November 4, 2024; Title: Real Estate Agent; Duties: Assist clients in purchasing and selling residential homes; No time is devoted each month during securities trading hours; 11-20 hours are devoted each month outside of securities trading hours.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-05 |
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