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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-01 |
Branch Locations
14000 Citi Cards Way, Jacksonville, FL 32258 • United States
388 Greenwich Street Tower Building, New York, NY 10013 • UNITED STATES
Jacksonville, 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 01/2014 | 11/2022 |
| Citigroup | Jacksonville | FL | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-11 |
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