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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-09 |
Branch Locations
Citi Retail Banking 1824 Alton Road, Suite C, Miami Beach, FL 33139 • 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 Securities, Llc | Aventura | FL | 10/2014 | 09/2018 |
| Jp Morgan Chase Bank | Aventura | FL | 10/2014 | 09/2018 |
| Idb Capital Corp. | Aventura | FL | 01/2019 | 01/2020 |
| Israel Discount Bank Of New York | Aventura | FL | 01/2019 | 01/2020 |
| Unemployed | Miami | FL | 09/2018 | 01/2019 |
| Axa Advisors, Llc | New York | NY | 06/2020 | 06/2020 |
| Unemployed | Miami | FL | 02/2020 | 05/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2020 | 03/2022 |
| Wells Fargo Clearing Services, Llc | Miami Lakes | FL | 05/2023 | 06/2024 |
| Wells Fargo Bank, Na | Miami Lakes | FL | 05/2023 | 06/2024 |
| Unemployed | Miami | FL | 03/2022 | 05/2023 |
| Citigroup | Miami | FL | 11/2025 | Present |
| Unemployed | Miami | FL | 06/2024 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-13 |
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