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Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-04-27
  • FL RA
    APPROVED
    Since 2022-04-27

Branch Locations

Citi Wealth Management, Nic 14000 Citi Cards Way, Building C2, Jacksonville, FL 32258 • United States

Jacksonville Beach, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Jacksonville FL 08/2021 04/2022
Allen D. Nease High School Ponte Vedra FL 08/2013 05/2017
Nocatee Splash Water Park Ponte Vedra FL 06/2015 07/2018
Ccs Southeast Jacksonville FL 05/2019 07/2019
Florida State University Tallahassee FL 08/2017 07/2021
Citigroup Jacksonville FL 04/2022 Present
  • 08/2021 → 04/2022
    Fidelity Investments
    Jacksonville, FL
  • 08/2013 → 05/2017
    Allen D. Nease High School
    Ponte Vedra, FL
  • 06/2015 → 07/2018
    Nocatee Splash Water Park
    Ponte Vedra, FL
  • 05/2019 → 07/2019
    Ccs Southeast
    Jacksonville, FL
  • 08/2017 → 07/2021
    Florida State University
    Tallahassee, FL
  • 04/2022 → Present
    Citigroup
    Jacksonville, FL
Previous Registrations
  • 2022-02-14 → 2022-04-20
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-21
  • S66 Uniform Combined State Law Examination
    2022-01-21
Other Names
  • Katherine Grace San Juan
  • Katherine San Juan

View on SEC IAPD

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