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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-06 |
| NY | RA | APPROVED | 2023-09-11 |
Branch Locations
Citi Wealth Management, Sales 201 S. Biscayne Blvd, Fl 6, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Miami | FL | 05/2016 | 04/2018 |
| Citi International Financial Services Llc. | San Juan | PR | 04/2018 | Present |
| Citibank | Miami | FL | 04/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-07 |
| S65 | Uniform Investment Adviser Law Examination | 2023-09-07 |
| S66 | Uniform Combined State Law Examination | 2017-10-23 |
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