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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-26 |
Branch Locations
San Antonio, TX • United States
Citi Wealth Management, Nic 100 Citibank Drive, San Antonio, TX 78245 • United States
Citi Wealth Management, Nic 14000 Citi Cards Way, Building C2, Jacksonville, FL 32258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank | San Antonio | TX | 03/2020 | Present |
| Conns Home Plus | Laredo | TX | 07/2017 | 02/2020 |
| Sames Ford | Laredo | TX | 10/2016 | 07/2017 |
| Compass Bank | Laredo | TX | 07/2016 | 10/2016 |
Best Buy; Not Investment-related; Nature: Retail Electronic Store; San Antonio, TX; Started: October 13, 2024; Title: Retail Sales Associate ; Duties: Selling different types of electronics i.e. TVs, Appliances; 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-25 |
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