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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 |
| CA | RA | APPROVED | 2007-09-20 |
| FL | RA | APPROVED | 2007-06-14 |
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
Parkland, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Miami | FL | 05/2007 | Present |
Rental Property (9904) - Coral Springs, FL; Investment-related; Affiliation started 09/15/2014; Title: Owner; Duties: Make sure tenants pay rent; No time is devoted to the rental each month during securities trading hours; 1 hour is devoted to the rental each month outside of securities trading hours. ///// Rental Property (10115) - Coral Springs, FL; Investment-related; Affiliation started 09/08/2014; Title: Co-owner; Duties: Collect rent; No time is devoted to the rental each month during securities trading hours; 1 hour is devoted to the rental each month outside of securities trading hours. ///// Florida Real Estate License (inactive); Investment-related; Affiliation started 05/01/1999; Title: Florida Real Estate Salesperson; Duties: Complete continuing education - 14 hours every two years; No time is devoted to the business each month during or outside of securities trading hours. ///// Rental Property - Coral Springs, FL (9933); Investment-related; Started: 6/30/2020; Title: Owner; Duties: Apartment Owner - Landlord - Husband takes care of the day to day regarding the rental unit; No time is devoted each month during securities trading hours; No time is devoted each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-06-08 |
| S66 | Uniform Combined State Law Examination | 2002-12-19 |
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