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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-29 |
Branch Locations
Citi Wealth Management, Nic 14000 Citi Cards Way, C2, Jacksonville, FL 32258 • United States
St. Augustine, FL • United States
St Augustine, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 02/2011 | 07/2023 |
| Citigroup | Jacksonville | FL | 07/2023 | Present |
OA name: St Augustine Beach Rental Condo, Nature: Looking to purchase a condo to use for Airbnb rental property. I haven't purchased anything yet, but exploring options and I'd like to put an offer in (Investment-related: Yes, Location: St. Augustine Beach, FL, started 05/29/2026), Title: Airbnb owner, Duties: Management of condo rental using Airbnb & VRBO apps to rent out short term. Updating the app and handling bookings, Hours: (0 during trading hours/month, 6-10 during non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-24 |
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