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Miraj Patel

Citigroup Global Markets Inc.

Washington, DC

Miami, FL

Royal Palm Beach, 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
FL RA APPROVED 2022-05-31
  • FL RA
    APPROVED
    Since 2022-05-31

Branch Locations

Citi Private Bank 1101 Pennsylvania Ave, Nw, 11Th Floor, Washington, DC 20004 • United States

Citi Private Bank 201 S. Biscayne Blvd., 33Rd Floor, Miami, FL 33131 • United States

Royal Palm Beach, FL • United States

Citi Wealth Management, Nic 14000 Citi Cards Way, 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
National Securities Corp Miami FL 01/2017 04/2017
National Securities Corp Miami FL 03/2016 01/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 07/2017 09/2021
Bank Of America, N.A. Jacksonville FL 08/2017 09/2021
Citigroup Jacksonville FL 10/2021 Present
  • 01/2017 → 04/2017
    National Securities Corp
    Miami, FL
  • 03/2016 → 01/2017
    National Securities Corp
    Miami, FL
  • 07/2017 → 09/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
  • 08/2017 → 09/2021
    Bank Of America, N.A.
    Jacksonville, FL
  • 10/2021 → Present
    Citigroup
    Jacksonville, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-07
S63 Uniform Securities Agent State Law Examination 2017-02-28
  • S66 Uniform Combined State Law Examination
    2017-09-07
  • S63 Uniform Securities Agent State Law Examination
    2017-02-28
Other Names
  • Miraj Janak Patel

View on SEC IAPD

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BRYSPEN, INCORPORATED · WASHINGTON, DC
3WIRE INVESTMENT · WASHINGTON, DC
LPL FINANCIAL LLC · WASHINGTON, DC
ORIDIAN CAPITAL MANAGEMENT, L.P. · WASHINGTON, DC
C5 CAPITAL USA LLC · WASHINGTON, DC
AEB CAPITAL · WASHINGTON, DC
DOMINION FINANCIAL CONSULTANTS, LLC · WASHINGTON, DC
A.G.P. / ALLIANCE GLOBAL PARTNERS · Washington, DC

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