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Citigroup Global Markets Inc. CRD 7059
$56.0B regulatory AUM 2,481 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-30 |
Branch Locations
Larkspur, CA • United States
Citi Private Bank 1 Market Plaza, 42Nd Floor, San Francisco, CA 94105 • United States
Citi Private Bank 300 South Grand Avenue, 31St Floor, Suite 3130, Los Angeles, CA 90071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Novato | CA | 10/2021 | 07/2022 |
| Jpmorgan Chase Bank, N.A. | Novato | CA | 10/2021 | 07/2022 |
| Spicekit | San Ramon | CA | 05/2017 | 01/2018 |
| Diablo Country Club | Diablo | CA | 01/2017 | 05/2017 |
| Unemployed | Alamo | CA | 09/2016 | 12/2016 |
| Unemployed | San Diego | CA | 02/2018 | 06/2019 |
| Unemployed | Alamo | CA | 06/2019 | 08/2019 |
| Unemployed | Chico | CA | 08/2019 | 07/2021 |
| Unemployed | Alamo | CA | 07/2021 | 09/2021 |
| Unemployed | Alamo | CA | 02/2018 | 02/2018 |
| Jpmc Bank Na | Novato | CA | 07/2022 | 12/2024 |
| J.P. Morgan Securities Llc | Novato | CA | 07/2022 | 12/2024 |
| Citigroup Global Markets Inc. | San Francisco | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-02 |
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