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Samantha Ann Levin

Citigroup Global Markets Inc.

Saint Johns, FL

Jacksonville, FL

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Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-27
FL RA APPROVED 2023-08-22
NY RA APPROVED 2023-08-22
  • TX RA
    APPROVED
    Since 2025-05-27
  • FL RA
    APPROVED
    Since 2023-08-22
  • NY RA
    APPROVED
    Since 2023-08-22

Branch Locations

Saint Johns, FL • United States

Citi Wealth Management, Nic 14000 Citi Cards Way, Building C2, Jacksonville, FL 32258 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jp Morgan Securities Llc Smithtown NY 01/2013 07/2021
Jpmorgan Chase Bank Smithtown NY 10/2012 07/2021
Unemployed Saint Johns FL 07/2021 02/2023
Regions Bank Saint Johns FL 02/2023 05/2023
Citigroup Jacksonville FL 05/2023 Present
  • 01/2013 → 07/2021
    Jp Morgan Securities Llc
    Smithtown, NY
  • 10/2012 → 07/2021
    Jpmorgan Chase Bank
    Smithtown, NY
  • 07/2021 → 02/2023
    Unemployed
    Saint Johns, FL
  • 02/2023 → 05/2023
    Regions Bank
    Saint Johns, FL
  • 05/2023 → Present
    Citigroup
    Jacksonville, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-21
S63 Uniform Securities Agent State Law Examination 2012-07-13
  • S65 Uniform Investment Adviser Law Examination
    2023-08-21
  • S63 Uniform Securities Agent State Law Examination
    2012-07-13
Other Names
  • Samantha Sero
  • Samantha A Sero
  • Samantha Ann Sero

View on SEC IAPD

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