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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-05-07 |
Branch Locations
Citi Wealth Management, Sales 822 Rockville Pike, Rockville, MD 20852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Jacksonville | FL | 06/2013 | 08/2021 |
| St. Jonhs Ebra Investments, Llc. | Ponte Verdra | FL | 08/2014 | 09/2021 |
| Self | Ponte Vedra | FL | 01/2005 | 09/2021 |
| Morgan Stanley | Frederick | MD | 09/2021 | 11/2025 |
| Citigroup | Washington Dc | DC | 11/2025 | Present |
//Golden SunCoast Holdings LLC ,Florida,Gainesville; Investment Related: N; Started: 2026-07-20; Title: Authorised officer; Duties: I will serve as a backup to the business owner and assist with administrative and operational matters as needed, including making deposits, paying bills, and coordinating contractor scheduling.; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 1-5//
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-10 |
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