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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-24 |
Branch Locations
Citi Retail Banking 195 Montague Street, Brooklyn, NY 11201 • United States
Citi Wealth Management, Sales 2071 Lemoine Avenue, Fl 2, Fort Lee, NJ 07024 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Miami | FL | 01/2022 | 10/2023 |
| Jpmorgan Chase Bank, N.A. | Miami | FL | 01/2022 | 10/2023 |
| United States Army Reserves | San Juan | PR | 03/2007 | Present |
| Bank Of America - Merrill Lynch | Miami | FL | 09/2020 | 07/2021 |
| United States Department Of State | Washington D.C. | DC | 12/2015 | 01/2020 |
| Jose Loor Dpm Pc | New York | NY | 02/2020 | 03/2020 |
| Citigroup Global Markets | Miami | FL | 11/2023 | Present |
United States Army Reserves, non-investment related, Pensacola, FL , military service, military officer, 16 hours per month, 03/2007, 0 hours during trading hours, civil affairs governance officer.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-29 |
| S65 | Uniform Investment Adviser Law Examination | 2006-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-13 |
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