Best Investors
Account
Sign in
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 |
|---|---|---|---|
| GA | RA | APPROVED | 2023-05-25 |
Branch Locations
3800 Citigroup Center Drive, Tampa, FL 33610 • United States
388 Greenwich Street Tower Building, New York, NY 10013 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Covington | KY | 09/2016 | 10/2016 |
| Veritude | Covington | KY | 10/2015 | 09/2016 |
| Veritude | Covington | KY | 01/2017 | 09/2017 |
| Veritude | Covington | KY | 09/2017 | 12/2017 |
| Ameritas Investment Corp | Lincoln | NE | 01/2018 | 10/2021 |
| Citigroup | Tampa | FL | 02/2023 | Present |
| Fifth Third Bank | Cincinnati | OH | 10/2021 | 02/2023 |
Music Streaming- Spotify/ Apple Music; Not Investment-related; Nature: Content creation; Cincinnati, Ohio; Started: 12/1/2019; Title: Artist; Duties: Occasionally, I record music that is on digital streaming platforms. Last time I actively performed this OBA was 2019; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours.///// Southwestern Conglomerate, LLC; Investment-related; Nature: Rental Income; Cincinnati, OH; Started: 4/1/2021; Title: Partner; Duties: Regular home maintenance duties; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. /////
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-08 |
Reach out to this advisor