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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-24 |
| FL | RA | APPROVED | 2021-12-14 |
Branch Locations
Cpwm, 201 S. Biscayne Blvd 5Th Fl/Ste 530 & 6Th Fl/Ste 600, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank | Miami | FL | 04/2017 | Present |
| Unemployed | N/A | FL | 10/2016 | 04/2017 |
| Fifth Third Bank | Niles | IL | 01/2015 | 10/2016 |
SM WHITE TRANSPORTATION LLC; Not Investment-related; Nature: TRUCKING/TRANSPORTATION/CARGO; Hallandale beach, FL; Started: January 16, 2018; Title: AUTHORIZED MEMBER/NO OWNERSHIP; Duties: HELPING MY SPOUSE WITH DOCUMENTS IF ANYTHING NEEDED; No time is devoted each month during securities trading hours; No time is devoted each month outside of securities trading hours.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-02 |
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