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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-19 |
Branch Locations
Citi Wealth Management, Supervision 100 Citibank Dr, Bldg 2, San Antonio, TX 78245 • United States
Citi Private Bank Two Court Square, 12Th Fl, Long Island City, NY 11101 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank | San Antonio | TX | 02/2016 | 07/2017 |
| Citigroup | San Antonio | TX | 07/2017 | Present |
It's All Bling; Not Investment-related; Nature: Decorating and selling custom cups, tumblers, coasters, keychains, etc. ; San Antonio, Texas; Started: June 24, 2025; Title: Owner; Duties: Create designs on cups, tumblers, coasters, keychains, etc. using rhinestones, cricuit vinyl and other at home crafts; No time is devoted each month during securities trading hours; -10 hours are devoted each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-31 |
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