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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-03 |
Branch Locations
Citi Wealth Management, Supervision 6715 North Palm Avenue #208, Fresno, CA 93704 • United States
Citi Wealth Management, Supervision 6400 Las Colinas Blvd, 3Rd Fl, Irving, TX 75039 • United States
North Richland Hills, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Fort Worth | TX | 06/2017 | 05/2020 |
| Dallas County Sheriffs' Department | Dallas | TX | 12/2015 | 06/2017 |
| Avantax Investment Services | Dallas | TX | 05/2020 | 01/2022 |
| Citigroup | Irving | TX | 01/2022 | Present |
Carrington Homes SP; Investment-related; Nature: Real Estate; Irving, TX; Started: 12/09/2021; Title: Site Manager; Duties: Collect rent and pay mortgage; 0 hours are devoted each month during securities trading hours; 6 hours are devoted each month outside of securities trading hours.//// OA name: FINRA Arbitration, Nature: Arbitrate Securities industries disputes (Investment-related: No, Location: Dallas, TX, started 02/20/2026), Title: Non-Public Arbitrator, Duties: Arbitrate Securities industries disputes, Hours: (1-5 during trading hours/month, 6-10 during non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-17 |
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