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Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-25
  • FL RA
    APPROVED
    Since 2026-03-25

Branch Locations

Citi Wealth Management, Sales 13430 S.W. 120 Street, Miami, FL 33186 • United States

Cwm Retail, Sales 84 Crandon Blvd., Key Biscayne, FL 33149 • 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
Wells Fargo Clearing Services, Llc Miami FL 12/2022 11/2025
Wells Fargo Bank, Na Miami FL 04/2021 11/2025
Bank Of America Na Miami FL 08/2019 04/2021
Executive National Bank Na Miami FL 07/2018 06/2019
Jpmorgan Chase & Co Coral Gables FL 08/2007 06/2018
Citigroup Miami FL 11/2025 Present
  • 12/2022 → 11/2025
    Wells Fargo Clearing Services, Llc
    Miami, FL
  • 04/2021 → 11/2025
    Wells Fargo Bank, Na
    Miami, FL
  • 08/2019 → 04/2021
    Bank Of America Na
    Miami, FL
  • 07/2018 → 06/2019
    Executive National Bank Na
    Miami, FL
  • 08/2007 → 06/2018
    Jpmorgan Chase & Co
    Coral Gables, FL
  • 11/2025 → Present
    Citigroup
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-23
S63 Uniform Securities Agent State Law Examination 2023-03-03
  • S65 Uniform Investment Adviser Law Examination
    2026-03-23
  • S63 Uniform Securities Agent State Law Examination
    2023-03-03
Other Names
  • Luis F Rodriguez
  • Luis Rodriguez
  • Luis Fernando Rodriguez

View on SEC IAPD

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