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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-03-16 |
Branch Locations
Citi Wealth Management, Sales 3009 Yamato Rd, Boca Raton, FL 33434 • United States
Citi Wealth Management, Sales 201 S. Biscayne Blvd 5Th Fl, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Boca Raton | FL | 05/2007 | Present |
Consumer Directed Care Plus; State Child Care Funding; Not investment-related; Lake Worth, FL; Affiliation started on 11/02/2020; Title: Caretaker; Duties: driving daughter to school each morning prior to starting work; 0 hours devoted each month during securities trading hours; 30 hours devoted each month outside securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-06 |
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