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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-07 |
| CA | RA | APPROVED | 2022-06-17 |
Branch Locations
Citi Wealth Management, Nic 100 Citibank Drive, San Antonio, TX 78245 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank, N.A. | Chino Hills | CA | 08/2013 | Present |
//6321 Austin, TX,Texas,Austin; Investment Related: N; Started: 2025-10-01; Title: Property Owner; Duties: Property owner receiving passive income. Will coordinate with property manager to complete minor repairs.; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 1-5////34 Trabuco Canyon, CA,California,Trabuco Canyon; Investment Related: N; Started: 2024-08-01; Title: Property Owner; Duties: Property owner receiving passive income. Will complete minor repairs occasionally. ; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 1-5////7427 San Antonio, TX ,Texas,San Antonio; Investment Related: N; Started: 2026-08-04; Title: Property Owner; Duties: Property owner receiving passive income. Will complete minor repairs occasionally.; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 1-5//
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-08 |
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