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Thomas P. Scanlon

Citigroup Global Markets Inc.

Rockville, MD

Falls Church, VA

CRD 3203107

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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
VA RA APPROVED 2026-06-03
  • VA RA
    APPROVED
    Since 2026-06-03

Branch Locations

Citi Wealth Management, Sales 822 Rockville Pike, Rockville, MD 20852 • United States

Cwm Retail, Sales 8191 Strawberry Ln, Falls Church, VA 22042 • 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 Gainesville VA 07/2023 04/2025
Jpmorgan Chase Bank, N.A. Gainesville VA 07/2023 04/2025
Loandepot Reston VA 07/2021 06/2023
Bank Of America Gainesville VA 05/2007 07/2021
Citigroup Washington DC 05/2025 Present
  • 07/2023 → 04/2025
    J.P. Morgan Securities Llc
    Gainesville, VA
  • 07/2023 → 04/2025
    Jpmorgan Chase Bank, N.A.
    Gainesville, VA
  • 07/2021 → 06/2023
    Loandepot
    Reston, VA
  • 05/2007 → 07/2021
    Bank Of America
    Gainesville, VA
  • 05/2025 → Present
    Citigroup
    Washington, DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-19
S63 Uniform Securities Agent State Law Examination 2023-09-21
  • S65 Uniform Investment Adviser Law Examination
    2025-09-19
  • S63 Uniform Securities Agent State Law Examination
    2023-09-21
Other Names
  • Tom Scanlon
  • Thomas Patrick Scanlon
  • Thomas P. Scanlon
  • Thomas Scanlon

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD
NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD

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