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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_RES | 2026-06-25 |
| MO | RA | APPROVED | 2023-08-01 |
Branch Locations
St Louis, MO • 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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | St Louis | MO | 09/2021 | 06/2023 |
| J.P. Morgan Securities Llc | St Louis | MO | 09/2022 | 06/2023 |
| Lindenwood University | St Charles | MO | 08/2021 | 05/2022 |
| Public Registry Of Panama | Panama | 08/2017 | 02/2020 | |
| Unemployed | Panama | 09/2012 | 07/2017 | |
| Unemployed | Panama | 03/2020 | 07/2021 | |
| Citigroup | O'FAllon | MO | 06/2023 | Present |
Padel Tennis and Pickleball coach.; Not Investment-related; Nature: Give lessons to improve sport techniques specifically in Padel Tennis and Pickleball.; St Louis, MO; Started: March 4, 2024.; Title: Padel Coach.; Duties: Provide individual or group lessons to improve game IQ and dexterity in Padel Tennis and Pickleball.; 0. hours are devoted each month during securities trading hours; 6-10. hours are devoted each month outside of securities trading hours. /////
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-22 |
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