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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-26 |
Branch Locations
Citi Private Bank 1225 17Th Street, 21St Floor, Suite 2100, Denver, CO 80202 • United States
Citi Private Bank 300 Crescent Court, Suite 950, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Dallas | TX | 07/2023 | Present |
| Shedd Capital | Dallas | TX | 08/2022 | 04/2023 |
| Texas Capital Bank | Dallas | TX | 05/2022 | 07/2022 |
| 7-Eleven Inc. | Irving | TX | 06/2021 | 08/2021 |
| University Of Texas | Austin | TX | 08/2019 | 05/2023 |
| Stonebriar Country Club | Frisco | TX | 06/2020 | 08/2020 |
| Liberty High School | Frisco | TX | 08/2015 | 05/2019 |
| Tri-Tip Bar & Grill | Frisco | TX | 04/2019 | 07/2019 |
| Psa | Plano | TX | 08/2016 | 02/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-01 |
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