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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-11-18 |
Branch Locations
Citi Private Bank 3800 Citigroup Center Drive, Tampa, FL 33610-9122 • United States
Tampa, FL • 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Sarasota | FL | 07/2011 | 01/2017 |
| E*Trade Securities Llc | Tampa | FL | 01/2017 | 04/2018 |
| E*Trade Capital Management Llc | Tampa | FL | 01/2017 | 04/2018 |
| Raymond James & Associates, Inc | St Petersburg | FL | 04/2018 | 09/2021 |
| Raymond James Financial Services, Inc | St Petersburf | FL | 04/2018 | 09/2021 |
| Citibank | Tampa | FL | 09/2021 | Present |
MRG Realty Partners; Investment-related; Nature: To acquire a Real Estate License-Earned income derived from transactions; Tampa, FL; Started: September 30, 2024; Title: Sales; Duties: Facility RE transactions. Connect buyers with sellers on a referral basis. Non-Citi clients.; No time is devoted each month during securities trading hours; 6-10 hours are devoted each month outside of securities trading hours.///Magliozzi CRE LLC; Investment-related; Nature: Conducting real estate activity through MRG Realty Partners ; Tampa FL; Started: February 27, 2025; Title: Owner; Duties: Real estate sales ; No time is devoted each month during securities trading hours; No time is devoted each month outside of securities trading hours.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-27 |
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