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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-05-15 |
Branch Locations
Citi Wealth Management, Supervision 7795 West Flagler Street, Miami, FL 33144 • United States
Miami, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonecrest Capital Markets Inc. | Austin | TX | 01/2015 | 05/2017 |
| Citigroup | Miami | FL | 05/2017 | Present |
Rental Property - Miami, FL; Investment-related; Affiliation started on 05/14/2021; Title: None; Duties: no duties at this time. Property will be managed by a 3rd party.; 0 hours devoted each month during securities trading hours; 5 hours devoted each month outside securities trading hours. ///// Rental Property (12259) - Miami Dade, FL ; Investment-related; Started: 7/20/2023; Title: Member Benficail Owner; Duties: Passive - Owner; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. ///// Rental Property (4051) - Miami Dade, FL ; Investment-related; Started: 7/20/2023; Title: Member; Duties: Passive - Real Estate Ownership/Estate Planning; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. /////
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-17 |
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