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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-31 |
Branch Locations
Citi Wealth Management, Nic 100 Citibank Drive, San Antonio, TX 78245 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cpwm | San Antonio | TX | 01/2020 | Present |
| Citibank | San Antonio | TX | 07/2016 | 01/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-29 |
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