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Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-28
FL RA APPROVED 2007-05-29
  • TX RA
    APPROVED_RES
    Since 2025-05-28
  • FL RA
    APPROVED
    Since 2007-05-29

Branch Locations

Citi Wealth Management, Sales 201 S. Biscayne Blvd, Suite 100, Miami, FL 33131 • United States

Cwm Retail, Sales 84 Crandon Blvd., Key Biscayne, FL 33149 • United States

Key Biscayne, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Global Markets Inc. Key Biscayne FL 05/2007 Present
Previous Registrations
  • 2005-09-13 → 2007-05-29
    Citicorp Investment Services
    Miami, FL
    Key Biscayne, FL
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-07-01
S63 Uniform Securities Agent State Law Examination 2004-04-15
  • S65 Uniform Investment Adviser Law Examination
    2005-07-01
  • S63 Uniform Securities Agent State Law Examination
    2004-04-15

View on SEC IAPD

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