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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-30 |
Branch Locations
Cwm Retail, Sales 401 Arthur Godfrey Road, Miami Beach, FL 33140 • United States
Citi Wealth Management, Sales 13430 S.W. 120 Street, 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 |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Miami | FL | 04/2010 | 03/2017 |
| J.P. Morgan Securities Llc | Miami | FL | 10/2012 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Raleigh | NC | 06/2017 | 11/2017 |
| Mml Investors Services, Llc | Raleigh | NC | 07/2017 | 11/2017 |
| Pnc Bank | Durham | NC | 11/2017 | 04/2021 |
| Pnc Investments | Pittsburgh | PA | 11/2017 | 04/2021 |
| Citigroup | Miami Beach | FL | 01/2022 | Present |
| Homemaking | Miami | FL | 04/2021 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-29 |
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