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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-03 |
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