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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-05 |
Branch Locations
Citi Wealth Management, Nic 100 Citibank Drive, San Antonio, TX 78245 • United States
Fair Oaks Ranch, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | San Antonio | TX | 03/2019 | 06/2019 |
| Task Us | San Antonio | TX | 07/2018 | 03/2019 |
| World Car Nissan | San Antonio | TX | 01/2018 | 05/2018 |
| Unemployed | San Antonio | TX | 05/2018 | 07/2018 |
| Idea Public School | San Antonio | TX | 10/2017 | 01/2018 |
| University Of Texas At San Antonio | San Antonio | TX | 08/2017 | 10/2017 |
| Mi Casa Child Center | San Antonio | TX | 02/2017 | 08/2017 |
| University Of Texas At San Antonio | San Antonio | TX | 08/2013 | 05/2017 |
| New York Life Insurance Co. | San Antonio | TX | 05/2019 | 08/2021 |
| Nylife Securities Llc | San Antonio | TX | 08/2019 | 08/2021 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 08/2021 | 07/2022 |
| Victory Capital Services, Inc. | San Antonio | TX | 07/2022 | 03/2026 |
| Victory Capital Management, Inc. | San Antonio | TX | 07/2022 | 03/2026 |
| Citigroup | San Antonio | TX | 04/2026 | Present |
Name: Ministerio de Misericordia; Investment Related; Valle de Casa Blanca, 87345 Matamoros, Tamaulipas, Mexico; Financial literacy program for women and men leaving abusive situations. Will be working on budgeting, saving, and investing over the course of the multi class program; Position: Founder of the program with support of local churches and charities; November 18, 2023; 20 hours per month; None during trading hours; No compensation; Name: South Phu Island LLC; Not Investment Related; 200 Padre Blvd, South Padre Island TX 78597; Rental Property; Will own and manage the property; 5/24/2024; 40 hours per month, None during trading hours;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-14 |
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