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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-03 |
Branch Locations
Jacksonville, 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 |
|---|---|---|---|---|
| Starbucks | Jacksonville | FL | 11/2019 | 05/2021 |
| University Of North Florida | Jacksonville | FL | 01/2021 | 04/2021 |
| Firehouse Subs | Jacksonville | FL | 08/2019 | 08/2020 |
| Equitrade | Quito | 11/2017 | 03/2019 | |
| Alliance Academy International | Quito | 09/2012 | 07/2019 | |
| University Of North Florida | Jacksonville | FL | 09/2019 | 12/2022 |
| Fidelity Investments | Jacksonville | FL | 06/2021 | 03/2023 |
| Citigroup | Jacksonville | FL | 03/2023 | 05/2025 |
| Citigroup | Jacksonville | FL | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-16 |
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