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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-26 |
Branch Locations
Orange Park, FL • United States
Citi Wealth Management, Nic 14000 Citi Cards Way, C2, Jacksonville, FL 32258 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 01/2018 | 11/2021 |
| Infinite Computer Solutions | Rockville | MD | 06/2016 | 08/2017 |
| Unemployed | Orange Park | FL | 08/2017 | 01/2018 |
| Suzette's Stitches | Orange Park | FL | 08/2014 | 02/2021 |
| Bank Of America, N.A. | Jacksonville | FL | 01/2018 | 11/2021 |
| Citi Global Markets | Jacksonville | FL | 11/2021 | Present |
Longarm Quilting business-Suzette's Stitches; Not Investment-Related; Orange Park, Florida; Nature: Marking/quilting quilts & various other sewing items; Title: Owner/Operator; Started: 11/15/2023; Hours devoted to other business outside of securities trading hours per month: 11-20; Hours devoted to other business during securities trading hours per month:0; Duties:Making quilt tops, quilting quilts to make a finished product when others bring me tops & backs. Other small sewing items. OA name: Uber, Nature: Payment for delivery of food (Investment-related: No, Location: Orange Park, FL, started 05/17/2023), Title: Delivery Driver, Duties: Pick up food and/or groceries and deliver to person who ordered, Hours: (0 during trading hours/month, 2-4 during non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-21 |
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