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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-28 |
Branch Locations
3800 Citigroup Ctr Dr, Tampa, FL 33610 • United States
388 Greenwich Street Tower Building, New York, NY 10013 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Tampa | FL | 01/2010 | 12/2016 |
| Mml Investor Services | Tampa | FL | 01/2010 | 12/2016 |
| Levin Financial Group | Tampa | FL | 01/2010 | 12/2016 |
| Principal Life Insurance | Tamp | FL | 12/2016 | 01/2022 |
| Principal Securities Inc | Tampa | FL | 01/2017 | 01/2022 |
| Ifp Securities | Tampa | FL | 01/2022 | 12/2022 |
| Independent Financial Partners | Tampa | FL | 01/2022 | 12/2022 |
| Homemaker | Palm Harbor | FL | 12/2022 | 03/2023 |
| Citigroup | Tampa | FL | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-20 |
| S65 | Uniform Investment Adviser Law Examination | 2001-02-10 |
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