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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-08 |
Branch Locations
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 |
|---|---|---|---|---|
| Half Shell Oyster House, Llc Hattiesburg | Hattiesburg | MS | 08/2016 | 08/2019 |
| Sully's Tavern | Hattiesburg | MS | 09/2019 | 04/2020 |
| Kent Mcphail & Associates | Mobile | AL | 05/2020 | 08/2020 |
| Half Shell Oyster House, Llc Spanish Fort | Spanish Fort | AL | 09/2020 | 12/2020 |
| Total Quality Logistics | Jacksonville | FL | 01/2021 | 04/2021 |
| Fidelity Investments | Jacksonville | FL | 04/2021 | Present |
| Dove Services | Gulf Shores | AL | 11/2020 | 12/2020 |
| The University Of Southern Mississippi | Hattiesburg | MS | 08/2016 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | 08/2025 |
| Citigroup | Jacksonville | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-24 |
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