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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-14 |
Branch Locations
Citi Wealth Management, Nic 14000 Citi Cards Way, Bldg-C2, Jacksonville, FL 32258 • United States
Jacksonville, 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 03/2007 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated(7691) | Jacksonville | FL | 09/2018 | 05/2021 |
| Unemployed | Jacksonville | FL | 08/2018 | 09/2018 |
| Ruthie'S Card Collection Llc | Jacksonville | FL | 05/2021 | 10/2022 |
| Citigroup | Jacksonville | FL | 10/2022 | Present |
OA name: Top Performer LLC, Nature: AI driven IOS/android app development, website creation, and online services. Income to be generated from App stores, STRIPE, and various digital payment sources., (Investment-related: No, Location: Jacksonville, FL., started 02/16/2026), Title: Owner, Duties: Owner and developer using AI, Hours: (0 trading hours, 6-10 non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-07 |
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