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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-07 |
Branch Locations
388 Greenwich Street, New York, NY 10013 • United States
Miami, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| P1 Capital Llc | Miami And Austin | FL | 01/2017 | 12/2018 |
| Bodhi Tree Asset Managment Llc | Miami | FL | 12/2017 | 08/2018 |
| Qed Capital Management Llc | Miami | FL | 12/2018 | 01/2025 |
| Citi Global Markets | Miami | FL | 12/2020 | 03/2022 |
| University Of Miami | Miami | FL | 08/2013 | 12/2017 |
| Legacy Wealth Advisors, Llc | Miami | FL | 10/2023 | 01/2025 |
| Hightower Advisors, Llc Dba Legacy Wealth Advisors | Miami | FL | 02/2023 | 09/2023 |
| Pvp Management Llc | Miami | FL | 03/2022 | 01/2025 |
| Citigroup Global Markets Inc. | New York | NY | 03/2025 | 03/2026 |
| Citigroup Global Markets Inc. | New York | NY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-06 |
| S65 | Uniform Investment Adviser Law Examination | 2023-09-26 |
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