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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-10 |
Branch Locations
Jacksonville, FL • United States
Citi Wealth Management, Nic 14000 Citi Cards Way, C2, Jacksonville, FL 32258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Jacksonville | FL | 03/2020 | 06/2022 |
| Plaza Home Mortgage | Jacksonville | FL | 09/2016 | 10/2019 |
| Glen Kernan Golf And Country Club | Jacksonville | FL | 06/2014 | 09/2016 |
| Unemployed | Jacksonville | FL | 11/2019 | 02/2020 |
| Unemployed | Jacksonville | FL | 07/2022 | 04/2023 |
| Citigroup Global Markets Inc. | Jacksonville | FL | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-25 |
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