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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-07 |
Branch Locations
Missouri City, TX • United States
Citi Private Bank 2700 Post Oak Boulevard, Suite 500, Houston, TX 77056 • United States
Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Mexico City | 03/2021 | 06/2022 | |
| Casa De Bolsa Finamex Sab De Cv | Mexico City | 05/2018 | 03/2021 | |
| Casa De Bolsa Finamex Sab De Cv | Mexico City | 03/2017 | 05/2018 | |
| Citibanamex | Mexico City | 07/2015 | 03/2017 | |
| Citigroup | Houston | TX | 06/2022 | Present |
JOSADA LLC; Investment-related; Nature: REAL ESTATE - holding a house based Houston. TX; Montgomery, TX ; Started: 4/12/2021; Title: MANAGER/PARTNER; Duties: SIGN DOCUMENTS, RECEIVE MAIL, SIGN CHECKS. MANAGE BANK ACCOUNT; No time is devoted each month during securities trading hours; 2 hours are devoted each month outside of securities trading hours. /////
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-07 |
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