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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-22 |
Branch Locations
Citi Wealth Management, Nic 14000 Citi Cards Way, C2, Jacksonville, FL 32258 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 06/2021 | 08/2023 |
| Spherion Staffing | Jacksonville | FL | 08/2020 | 01/2021 |
| One Call Cm | Jacksonville | FL | 01/2020 | 08/2020 |
| Adt Security Services | Jacksonville | FL | 07/2019 | 11/2019 |
| Ameritel | Jacksonville | FL | 11/2018 | 07/2019 |
| Convergys | Jacksonville | FL | 06/2018 | 11/2018 |
| Unemployed | Jacksonville | FL | 01/2021 | 06/2021 |
| Robert E Lee High School | Jacksonville | FL | 08/2014 | 06/2018 |
| Amazon | Jacksonville | FL | 04/2020 | 07/2020 |
| Sears Holdings | Jacksonville | FL | 03/2018 | 07/2018 |
| Tresta Inc | Jacksonville | FL | 07/2020 | 09/2020 |
| Southeast Personnel Leasing | Jacksonville | FL | 02/2020 | 03/2020 |
| Enhanced Recovery | Jacksonville | FL | 12/2019 | 01/2020 |
| The Retail Outsource | Jacksonville | FL | 10/2018 | 11/2018 |
| Southeastern Grocers | Jacksonville | FL | 05/2017 | 07/2017 |
| Jacksonville | Jacksonville | FL | 05/2017 | 07/2017 |
| Amazon | Jacksonville | FL | 10/2023 | 01/2024 |
| Gkoe Inc | Jacksonville | FL | 02/2024 | 04/2024 |
| Unemployed | Jacksonville | FL | 05/2024 | 08/2024 |
| Citigroup | Jacksonville | FL | 09/2024 | Present |
Name of the other businessInstacart Whether the business is investment-relatedNot investment related Address of the other business San Francisco, California, 94105, US Nature of the other businessDelivery Your positionDelivery Driver Title, or relationship with the other business Start date of your relationship26-Aug-2021 Approximate number of hours/month you devote to the other business10 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessDeliver groceries Briefly describe your duties relating to the other businessDeliver food and groceries/// Stunning Studios Corporation; Not Investment-related; Nature: Rental agency that rents out small spaces to entrepreneurs; Jacksonville Fl; Started: June 12, 2025 ; Title: Partner; Duties: I will invest 20,000 into the development of the company and will get 50% off all profits in return. I have not yet invested any capital into this company, but will once I have the proper approval for the outside business activity; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours./// GKOE INC; Not Investment-related; Nature: Family business: construction company; Jacksonville Fl; Started: November 4, 2024 ; Title: Laborer/ providing leads to company; Duties: No decision making or influence over financial decisions. Washing bricks/blocks and will be compensated for providing the company leads. ; No time is devoted each month during securities trading hours; 6-10 hours are devoted each month outside of securities trading hours.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-15 |
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