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Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-09-15
  • GA RA
    APPROVED
    Since 2022-09-15

Branch Locations

Atlanta, GA • United States

Citi Private Bank, One Buckhead Plaza 3060 Peachtree Rd Nw, 7Th Floor, Suite 700, Atlanta, GA 30305 • United States

Citi Private Bank 1101 Pennsylvania Ave, Nw, 11Th Floor, Washington, DC 20004 • 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
Pnc Pittsburgh GA 08/2019 04/2022
Citigroup Atlanta GA 05/2022 Present
Uga Athens GA 08/2015 05/2019
  • 08/2019 → 04/2022
    Pnc
    Pittsburgh, GA
  • 05/2022 → Present
    Citigroup
    Atlanta, GA
  • 08/2015 → 05/2019
    Uga
    Athens, GA
Other Businesses

Self employed. Income through providing room decorating service ; Not Investment-related; Nature: ? Business will be specializing in decorating rooms for birthdays, anniversaries, events; Atlanta Georgia; Started: March 1, 2025; Title: Decorator; Duties: ) Decorating rooms for events such as birthdays, anniversaries, etc.; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours./// Diverse Delights LLC ; Not Investment-related; Nature: To hold my amazon seller account. Applying for LLC.; Atlanta, Georgia; Started: March 1, 2025; Title: Owner; Duties: To hold my amazon seller account Will be selling household goods, pet supplies, consumer products; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours.///OA name: Depop, Nature: Revenue from clothes (Investment-related: No, Location: Atlanta, GA, started 04/01/2026), Title: Owner, Duties: sourcing and reselling clothes, Hours: (0 during trading hours/month, 1-5 during non-trading hours/month).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-12
  • S66 Uniform Combined State Law Examination
    2022-09-12

View on SEC IAPD

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