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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-19 |
Branch Locations
Citi Wealth Management, Nic 14000 Citi Cards Way, C2, Jacksonville, FL 32258 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 06/2021 | 08/2022 |
| Monarch Roofing | Hilton Head Island | SC | 02/2021 | 03/2021 |
| United Parcel Service | Hilton Head Island | SC | 11/2020 | 01/2021 |
| Hank Paulson Institute | Chicago | IL | 05/2020 | 08/2020 |
| Carolina Callers | Columbia | SC | 01/2019 | 03/2019 |
| New Supplies Company | Griffith | IN | 06/2018 | 08/2018 |
| Jimmy Johns | Columbia | SC | 11/2017 | 02/2018 |
| Unemployed | Hilton Head Island | SC | 04/2021 | 06/2021 |
| Unemployed | Hilton Head Island | SC | 08/2020 | 11/2020 |
| University Of South Carolina | Columbia | SC | 03/2019 | 05/2020 |
| University Of South Carolina | Columbia | SC | 08/2018 | 01/2019 |
| University Of South Carolina | Columbia | SC | 02/2017 | 06/2018 |
| University Of South Carolina | Columbia | SC | 07/2016 | 11/2017 |
| Unemployed | Hilton Head Island | SC | 01/2021 | 02/2021 |
| Citigroup | Jacksonville | FL | 08/2022 | 01/2025 |
| First Coast Alarm | Jacksonville | FL | 02/2025 | 09/2025 |
| Citigroup | Jacksonville | FL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-20 |
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