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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-06 |
Branch Locations
Cwm Retail, Sales 9131 S. Dixie Hwy, Pinecrest, FL 33156 • United States
Miami, FL • United States
Miami, FL • United States
Citi Wealth Management, Sales 3009 Yamato Rd, Boca Raton, FL 33434 • United States
Cwm Retail, Sales 13608 N. Kendall Drive Bay 150, Miami, FL 33186 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 03/2016 | 05/2018 |
| Wells Fargo Bank, Na | Miami Springs | FL | 05/2018 | 05/2025 |
| Wells Fargo Clearing Services, Llc | Miami Springs | FL | 06/2018 | 05/2025 |
| Citigroup | Miami | FL | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-24 |
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