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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 | 2025-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Wentzville | MO | 03/2023 | 03/2024 |
| Jpmorgan Chase Bank, N.A. | Wentzville | MO | 03/2023 | 03/2024 |
| Commerce Bank | O'fAllon | MO | 01/2022 | 02/2023 |
| One Source Living | St. Peters | MO | 04/2016 | 02/2024 |
| Lake Country Soccer | Springfield | MO | 10/2020 | 12/2021 |
| On The Run | Wentzville | MO | 01/2019 | 08/2020 |
| Ups | St. Charles | MO | 11/2020 | 01/2021 |
| Foristell Enterprises Llc | Wentzville | MO | 07/2017 | 07/2017 |
| Wallis Companies | Wentzville | MO | 01/2019 | 06/2020 |
| Amazon | St. Peters | MO | 06/2020 | 07/2020 |
| Wells Fargo Clearing Services | St Louis | MO | 03/2024 | 06/2025 |
| Stlda | Maryland Heights | MO | 08/2014 | Present |
| Citigroup | O'FAllon | MO | 06/2025 | Present |
STLDA, NOT INV RELATED, MARYLAND HEIGHTS, MO, SOCCER COACH, START 8/11/14, 20 HRS PER MONTH, 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-15 |
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