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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-06-27 |
Branch Locations
Citi Wealth Management, Nic 14000 Citi Cards Way, C2, Jacksonville, FL 32258 • United States
Saint Peters, MO • United States
Citi Wealth Management, Service/Operations 1000 Technology Drive, 3Rd Fl, O'FAllon, MO 63368 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Saint Louis | MO | 12/2012 | Present |
| Edward Jones | Saint Louis | MO | 05/2016 | 09/2016 |
| Edward Jones | Saint Louis | MO | 10/2016 | 11/2019 |
| Edward Jones | Saint Louis | MO | 11/2019 | 03/2020 |
| Edward Jones | Saint Louis | MO | 03/2020 | 03/2022 |
| Edward Jones | Saint Louis | MO | 04/2022 | 07/2024 |
| Edward Jones | Saint Louis | MO | 07/2024 | 01/2025 |
| Private Client Services | Creve Coeur | MO | 01/2025 | 04/2025 |
| Rfg Advisory, Llc | Creve Coeur | MO | 01/2025 | 04/2025 |
| Citigroup | O'FAllon | MO | 06/2025 | Present |
1) Dog sitter and Dog Walker - Rover - 69 Julie Lane Saint Peters MO 63376 OA name: YMCA, Nature: Health and Fitness Services (Investment-related: No, Location: Saint Peters, MO, started 01/01/2025), Title: Yoga Instructor and Personal Trainer, Duties: Assist clients in maintaining a healthy lifestyle through personal fitness coaching and yoga instruction, Hours: (0 during trading hours/month, 2-3 during non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-03 |
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