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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 2025-05-24
DC RA APPROVED 2017-06-14
MD RA APPROVED 2017-05-17
VA RA APPROVED 2016-01-06
  • TX RA
    APPROVED_RES
    Since 2025-05-24
  • DC RA
    APPROVED
    Since 2017-06-14
  • MD RA
    APPROVED
    Since 2017-05-17
  • VA RA
    APPROVED
    Since 2016-01-06

Branch Locations

Citi Wealth Management, Sales 822 Rockville Pike, Rockville, MD 20852 • United States

Cwm Retail, Sales 1258 Wisconsin Avenue, Nw, Washington, DC 20007 • United States

La Plata, MD • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Arlington VA 12/2015 Present
  • 12/2015 → Present
    Citigroup
    Arlington, VA
Previous Registrations
  • 2009-10-02 → 2015-12-23
    Truist Investment Services, Inc.
    Dunkirk, MD
    Prince Frederick, MD
    California, MD
    Upper Marlboro, MD
    Upper Marlboro, MD
    La Plata, MD
    Waldorf, MD
    Accokeek, MD
    Waldorf, MD
    Bryans Road, MD
    Waldorf, MD
    Charlotte Hall, MD
  • 2008-11-07 → 2009-10-02
    Indian Head, MD
    Waldorf, MD
    La Plata, MD
  • 2007-05-01 → 2008-11-05
    Truist Investment Services, Inc.
    Bowie, MD
    Bowie, MD
    Bowie, MD
    Bowie, MD
  • 2004-03-03 → 2007-02-07
    Truist Investment Services, Inc.
    Upper Marlboro, MD
    Dunkirk, MD
    Waldorf, MD
    La Plata, MD
    Waldorf, MD
    Bryans Road, MD
    Oxon Hill, MD
    Upper Marlboro, MD
    Oxon Hill, MD
    California, MD
    California , MD
    Charlotte Hall, MD
    Oxon Hill, MD
  • 2002-03-08 → 2003-01-14
    Largo, MD
Other Businesses

POSITION: OWNER/LANDLORD; NATURE: I OWN A SINGLE FAMILY HOME IN WALDORF, MD THAT MY WIFE RENTS OUT; INVESTMENT RELATED: YES; NUMBER OF HOURS: 1; INVESTMENT RELATED HOURS: 0; START DATE: 01/15/2012; ADDRESS: WALDORF MD; DESCRIPTION: LANDLORD - COLLECT RENT, HANDLE MINOR REPAIRS. ///// POSITION: LANDLORD; NATURE: GENERAL LANDLORD DUTIES - OCCASIONALLY DO MINOR REPAIRS AND GENERAL MAINENANCE; INVESTMENT RELATED: YES; NUMBER OF HOURS: 2; INVESTMENT RELATED HOURS: 0; START DATE: 12/15/2013; ADDRESS: LAPLATA MD; DESCRIPTION: LANDLORD; NO DUTIES EXCEPT OCCASIONAL MINOR REPAIRS. ///// POSITION: LANDLORD; NATURE: LANDLORD OF RENTAL PROPERTY; INVESTMENT RELATED: YES; NUMBER OF HOURS: 1; INVESTMENT RELATED HOURS: 0; START DATE: 08/15/2014; ADDRESS: LAPLATA MD; DESCRIPTION: OCCASIONAL MAINTENANCE, COLLECT RENT.///// Rental property Rehobeth Beach, DE; Business investment related; start date of affiliation: 6/15/17; Title: owner/landlord; Duties: none; 0 hours devoted each month to the rental property during security trading hours; 0 hours devoted each month to the rental property outside of security trading hours////OA name: 778 University Drive Rental Property, Nature: real estate (Investment-related: Yes, Location: Waldorf, MD, started 04/01/2026), Title: Passive Owner, Duties: Collect rent, call handyman for basic upkeep work, Hours: (0 during trading hours/month, 1-5 during non-trading hours/month).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-01-17
  • S66 Uniform Combined State Law Examination
    2002-01-17
Other Names
  • Felix Mike Loredo
  • Felix M Loredo
  • Felix Mike Loredo

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