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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-20 |
Branch Locations
Ponte Vedra Beach, FL • United States
Citi Wealth Management, Nic 14000 Citi Cards Way, Bdg C2, Jacksonville, FL 32258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carriage Way Bed And Breakfast | St. Augustine | FL | 07/2019 | 05/2021 |
| Pizza Time | St.AUgustine | FL | 08/2017 | 04/2019 |
| Flagler College | St. Augustine | FL | 08/2017 | 05/2021 |
| Zumiez | St. Augustine | FL | 07/2018 | 09/2018 |
| Doordash | St. Augustine | FL | 08/2020 | 10/2020 |
| Unemployeed | Unemployeed | PA | 05/2011 | 08/2017 |
| Fidelity Investments | Jacksonville | FL | 06/2021 | 06/2022 |
| Citi Group | Jacksonville | FL | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-01 |
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