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 |
|---|---|---|---|
| MO | RA | APPROVED | 2020-10-21 |
Branch Locations
Citi Wealth Management, Nic 14000 Citi Cards Way, C2, Jacksonville, FL 32258 • United States
Shiloh, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | St. Louis | MO | 11/2017 | 08/2020 |
| Shipt | O'FAllon | IL | 09/2017 | Present |
| Amazon | O'FAllon | IL | 04/2017 | 09/2017 |
| Cardinal Glennon Children's Hospital | St. Louis | MO | 03/2016 | 04/2017 |
| Citigroup | Ofallon | MO | 08/2020 | Present |
| Ssm Health | St. Louis | MO | 03/2016 | 04/2017 |
Name: Instacart, Role: Instacart Shopper, Type: Other, Start Date: 05/28/2020, Investment Related?: No, Address: 50 Beale St, #600, San Francisco, CA 94105, Number of Hours/Mo: 15, Duties: I will handpick the items to deliver from local grocery stores and deliver them as an independent contractor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-11 |
Reach out to this advisor