This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CITIGROUP GLOBAL MARKETS INC.

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 29, 2004earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Oct 29, 2004

First registration

Mar 7, 2005

Dual registered

yes, broker-dealer

Other names

MANUEL PATRICIO MUNOZ

IAPD individual key

2480296

• Occurred

  Mar 14, 2023
  Advisor changed firm

  Manuel Munoz left Insigneo Advisory Services, Llc for Citigroup Global Markets Inc. (registered 2023-03-24)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1096eb86-dec9-042d-8661-d4ef1e39a4fb

First observed

Mar 7, 2005

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.