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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-17 |
Branch Locations
Citi Wealth Management, Investment 201 S. Biscayne Blvd., 6Th Fl, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Miami | FL | 06/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 05/2018 |
| Citibank | Miami | FL | 05/2018 | 03/2024 |
| Citi International Financial Services Llc | Miami | FL | 05/2018 | 03/2024 |
| Bci Securities | Miami | FL | 03/2024 | 03/2025 |
| Citibank | Miami | FL | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-14 |
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