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Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-06-24
  • MO RA
    APPROVED
    Since 2025-06-24

Branch Locations

St. Louis, MO • United States

Citi Wealth Management, Service/Operations 1000 Technology Drive, 3Rd Fl, O'FAllon, MO 63368 • United States

St. Louis, MO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2023 → 03/2024
    J.P. Morgan Securities Llc
    Wentzville, MO
  • 03/2023 → 03/2024
    Jpmorgan Chase Bank, N.A.
    Wentzville, MO
  • 01/2022 → 02/2023
    Commerce Bank
    O'fAllon, MO
  • 04/2016 → 02/2024
    One Source Living
    St. Peters, MO
  • 10/2020 → 12/2021
    Lake Country Soccer
    Springfield, MO
  • 01/2019 → 08/2020
    On The Run
    Wentzville, MO
  • 11/2020 → 01/2021
    Ups
    St. Charles, MO
  • 07/2017 → 07/2017
    Foristell Enterprises Llc
    Wentzville, MO
  • 01/2019 → 06/2020
    Wallis Companies
    Wentzville, MO
  • 06/2020 → 07/2020
    Amazon
    St. Peters, MO
  • 03/2024 → 06/2025
    Wells Fargo Clearing Services
    St Louis, MO
  • 08/2014 → Present
    Stlda
    Maryland Heights, MO
  • 06/2025 → Present
    Citigroup
    O'FAllon, MO
Previous Registrations
Other Businesses

STLDA, NOT INV RELATED, MARYLAND HEIGHTS, MO, SOCCER COACH, START 8/11/14, 20 HRS PER MONTH, 0 HRS DURING TRADING;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-24
S63 Uniform Securities Agent State Law Examination 2023-06-15
  • S66 Uniform Combined State Law Examination
    2024-05-24
  • S63 Uniform Securities Agent State Law Examination
    2023-06-15
Other Names
  • Brennan Michael Wayland
  • Brennan Wayland

View on SEC IAPD

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