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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-12-06 |
| FL | RA | APPROVED | 2007-05-29 |
Branch Locations
Citi Wealth Management, Sales 3009 Yamato Rd, Boca Raton, FL 33434 • United States
Cwm Retail, Sales 101 E. Camino Real, Suite 112, Boca Raton, FL 33432 • United States
Cwm Retail, Sales 4055 North Federal Highway, Boca Raton, FL 33431 • United States
Boca Raton, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Boca Raton | FL | 05/2007 | Present |
Rental Property (3939) - Boca Raton, FL; Investment-related; Affiliation started on 02/01/2002; Title: Landlord; Duties: Landlord responsibilities; 0 hours devoted each month during and outside securities trading hours.///// Rental Property - West Palm Beach, FL; Investment-related; Affiliation started on 04/14/2004; Title: Landlord; Duties Landlord responsibilities; 0 hours devoted each month during and outside securities trading hours.///// Rental Property - Boynton, FL; Investment-related; Affiliation started on 12/13/2004; Title: Landlord; Duties: Landlord responsibilities; 0 hours devoted each month during and outside securities trading hours.///// Rental Property (8123) - Boca Raton, FL; Investment-related; Affiliation started on 12/07/2007; Title: Landlord; Duties: Landlord responsibilities; 0 hours devoted each month during and outside securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-18 |
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