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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-04-07 |
Branch Locations
Boynton Beach, FL • United States
Citi Wealth Management, Supervision 153 E. 53Rd Street, Fl 25, New York, NY 10022 • 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 |
|---|---|---|---|---|
| Questar Asset Management | Minneapolis | MN | 07/2015 | 03/2019 |
| Questar Capital Corporation | Minneapolis | MN | 07/2015 | 03/2019 |
| National Securities Corp | Boca Raton | FL | 04/2019 | 03/2020 |
| National Asset Management | Boca Raton | FL | 04/2019 | 03/2020 |
| Citi | Fort Lauderdale | FL | 03/2020 | Present |
InvestQuest, LLC (real estate); Investment-related; Lantana, FL; Affiliation started 05/14/2015; Title: Owner; Duties: Collect rent, property maintenance, lease renewals and screen tenants; No time is devoted during securities trading hours; 5 hours are devoted each month outside securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-15 |
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