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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-23 |
Branch Locations
Citi Wealth Management, Sales 13430 S.W. 120 Street, Miami, FL 33186 • United States
Cwm Retail, Sales 8750 Doral Boulevard, Main Floor, Miami, FL 33178 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Miami | FL | 06/2016 | 11/2017 |
| Morgan Stanley | Coral Gables | FL | 11/2017 | 02/2024 |
| Efg Capital International Corp | Miami | FL | 02/2024 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated (Org Id: 7691 | Miami | FL | 02/2025 | 07/2025 |
| Citigroup | Miami | FL | 07/2025 | Present |
| Unemployed | Coral Gables | FL | 10/2024 | 02/2025 |
Approved Activity: Rental Property - Miami Lakes, FL //Is the outside business investment-related, per the definition given below? YES (Real Estate) Rental Property I purchased and previously lived in. "//What is the date the rental/real estate affiliation started? 01/01/2015//What is your title? Owner //What are your duties? I receive monthly rent payments via direct deposit //How many hours do you devote to the outside business each month during securities trading hours? 0 //How many hours do you devote to the outside business each month outside of securities trading hours?0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-12 |
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