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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-29 |
Branch Locations
Saint Johns, 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 07/2020 | 05/2022 |
| University Athletic Association, Inc. | Gainesville | FL | 07/2011 | 12/2021 |
| Citigroup Global Markets Inc. | Jacksonville | FL | 11/2023 | Present |
| Chase Bank | Gainesville | FL | 07/2022 | 07/2023 |
| Td Bank | Starke | FL | 08/2023 | 10/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-28 |
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