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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
Citi Wealth Management, Nic 14000 Citi Cards Way, Bdg C2, Jacksonville, FL 32258 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Blue Ash | OH | 02/2001 | 06/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 12/2021 |
| Citigroup | Jacksonville | FL | 05/2022 | Present |
| Unemployed | Jacksonville | FL | 01/2022 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-07 |
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