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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-22 |
| FL | RA | APPROVED | 2021-02-18 |
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 |
|---|---|---|---|---|
| Foresters Financial Services | Miramar | FL | 08/2016 | 03/2017 |
| Foresters Financial Services | Miramar | FL | 03/2017 | 03/2017 |
| Citi International Financial Services Llc | Miami | FL | 03/2017 | Present |
| Citibank N.A. | Miami | FL | 03/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-10 |
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