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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-10-21 |
| FL | RA | APPROVED | 2007-09-19 |
Branch Locations
Citi Wealth Management, Sales 201 S. Biscayne Blvd, Suite 100, Miami, FL 33131 • United States
Cpwm, 201 S. Biscayne Blvd 5Th Fl/Ste 530 & 6Th Fl/Ste 600, Miami, FL 33131 • United States
Miami, 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Miami | FL | 05/2007 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-04 |
| S65 | Uniform Investment Adviser Law Examination | 2001-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-03 |
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