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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-16 |
Branch Locations
Citi Wealth Management, Nic 100 Citibank Dr, Fl 2, 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 |
|---|---|---|---|---|
| Citi | San Antonio | TX | 01/2023 | Present |
| Wells Fargo | San Antonio | TX | 01/2017 | 12/2022 |
| Covenant Health System | Lubbock | TX | 08/2015 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-10 |
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