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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2025-06-05 |
| FL | RA | APPROVED | 2020-02-21 |
Branch Locations
Citi Wealth Management, Sales 3009 Yamato Rd, Boca Raton, FL 33434 • United States
Cwm Retail, Sales 10805 N.W. 41 St, Miami, FL 33178 • United States
Miami, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Weston | FL | 03/2018 | Present |
| Bank Of America | Doral | FL | 02/2016 | 02/2018 |
Rental Property - Hialeah, FL; Investment-related; Affiliation started on 05/01/2021; Title: Landlord; Duties: Collect monthly rent from tenant; 0 hours devoted each month during securities trading hours; 2 hours devoted each month outside securities trading hours. OA name: Porceles Investment LLC, Nature: Real Estate (Investment-related: Yes, Location: Miami, FL, started 05/01/2021), Title: Owner, Duties: Collect payments from tenants and administeration of the company. - Real Estate Activities focusing primarily in flipping houses and potentially rental income. Main focus of the company will be to flip houses, Hours: (0 during trading hours/month, 1-5 during non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-22 |
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