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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2007-07-26 |
Branch Locations
Citi Wealth Management, Sales 201 S. Biscayne Blvd, Fl 6, Miami, FL 33131 • United States
Miami, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Miami | FL | 05/2007 | Present |
| Citi International Financial Services Llc | Miami | FL | 11/2020 | Present |
| Citibank Na | Miami | FL | 01/2005 | Present |
Rental Property - Leland, NC; Investment-related; Started: 6/19/2022; Title: Property Owner; Duties: Passive management of real estate rental property. Property will be managed full time by Property Management company.; 0 hours are devoted each month during securities trading hours; 3 hours are devoted each month outside of securities trading hours./// Rental Property: 5041 Northstar Dr., Leland NC; Investment-related; Started: December 12, 2024; Title: Property owner; Duties: Owner of property. Full time management of property is handled through 3rd party property management agency in NC.; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours./// Rental Property: 5053 Northstar Dr., Leland NC; Investment-related; Started: December 12, 2024; Title: Property owner; Duties: Owner of property. Full time management of property is handled through 3rd party property management agency in NC.; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-23 |
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