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Harvey Puerta

Citigroup Global Markets Inc.

Jacksonville, FL

O'FAllon, MO

Overland, MO

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Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-03-15
  • MO RA
    APPROVED
    Since 2025-03-15

Branch Locations

Citi Wealth Management, Nic 14000 Citi Cards Way, C2, Jacksonville, FL 32258 • United States

Citi Wealth Management, Service/Operations 1000 Technology Drive, 3Rd Fl, O'FAllon, MO 63368 • United States

Overland, MO • 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
Td Ameritrade Chesterfield MO 03/2022 08/2023
Euphorbia Lawn And Landscaping Llc Saint Ann MO 08/2015 03/2022
Stlcc Meramec Kirkwood MO 06/2012 03/2020
Charles Schwab & Co., Inc. St. Louis MO 10/2022 08/2023
Citigroup O'FAllon MO 08/2023 Present
  • 03/2022 → 08/2023
    Td Ameritrade
    Chesterfield, MO
  • 08/2015 → 03/2022
    Euphorbia Lawn And Landscaping Llc
    Saint Ann, MO
  • 06/2012 → 03/2020
    Stlcc Meramec
    Kirkwood, MO
  • 10/2022 → 08/2023
    Charles Schwab & Co., Inc.
    St. Louis, MO
  • 08/2023 → Present
    Citigroup
    O'FAllon, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-14
S63 Uniform Securities Agent State Law Examination 2022-07-28
  • S66 Uniform Combined State Law Examination
    2025-03-14
  • S63 Uniform Securities Agent State Law Examination
    2022-07-28
Other Names
  • Harvey Eduardo Puerta

View on SEC IAPD

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