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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2020-12-02 |
Branch Locations
Citi Wealth Management, Service/Operations 1000 Technology Drive, 3Rd Fl, O'FAllon, MO 63368 • 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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | St Louis | MO | 03/2017 | 11/2020 |
| Us Bank | Earth City | MO | 04/2016 | 03/2017 |
| Citigroup | O'FAllon | MO | 11/2020 | Present |
Doordash; Not Investment-related; Nature: DoorDash - a food delivery company. ; Varies - Primarily Chesterfield, Missouri; Started: 8/1/2023; Title: Delivery driver; Duties: I will be delivering food to customers; No time is devoted each month during securities trading hours; 11-20 hours are devoted each month outside of securities trading hours. /////
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-02 |
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