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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-05 |
Branch Locations
Citi Wealth Management, Supervision 1000 Technology Dr, 3N, O'FAllon, MO 63368 • United States
San Antonio, TX • United States
Citi Wealth Management, Supervision 100 Citibank Dr, Bldg 2, San Antonio, TX 78245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Forth Worth | TX | 04/2017 | 05/2018 |
| Casual Living | Carrollton | TX | 08/2016 | 03/2017 |
| Peyton Resource Group | San Antonio | TX | 06/2018 | 06/2019 |
| Usaa Financial Advisors, Inc. | San Antonio | TX | 06/2018 | 07/2019 |
| Usaa Investment Management Company | San Antonio | TX | 06/2018 | 07/2019 |
| Cuso Financial Sevices, L.P. | San Diego | CA | 10/2019 | 02/2021 |
| Credit Human Federal Credit Union | San Antonio | TX | 10/2019 | 02/2021 |
| Kforce (With Usaa Mutual Funds) | San Antonio | TX | 07/2019 | 10/2019 |
| Citigroup | San Antonio | TX | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-22 |
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