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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 2025-04-09
MO RA APPROVED 2022-06-10
  • FL RA
    APPROVED
    Since 2025-04-09
  • MO RA
    APPROVED
    Since 2022-06-10

Branch Locations

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

Jacksonville, 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
Td Ameritrade, Inc. St. Louis MO 01/2019 11/2021
Enterprise Bank & Trust St. Louis MO 10/2018 01/2019
Citizens Bank, N.A. Pittsburgh PA 12/2016 09/2018
Amazon.cOm, Inc. Pittsburgh PA 11/2016 12/2016
Unemployed Pittsburgh PA 06/2016 10/2016
Citigroup Jacksonville NY 11/2021 Present
  • 01/2019 → 11/2021
    Td Ameritrade, Inc.
    St. Louis, MO
  • 10/2018 → 01/2019
    Enterprise Bank & Trust
    St. Louis, MO
  • 12/2016 → 09/2018
    Citizens Bank, N.A.
    Pittsburgh, PA
  • 11/2016 → 12/2016
    Amazon.cOm, Inc.
    Pittsburgh, PA
  • 06/2016 → 10/2016
    Unemployed
    Pittsburgh, PA
  • 11/2021 → Present
    Citigroup
    Jacksonville, NY
Other Businesses

Name: Uber, Role: Driver, Type: Other OBA Types, Start Date: 10/08/2018, Investment Related?: No, Address: 1455 Market St, #400, San Francisco, CA 94103, Number of Hours/Mo: 20, Duties: I'm a food deliver driver for the UberEats segment of Uber. My main duty is to take care of food orders of customers and bring them to the place requested in a promptly manner.///// Barbudo's Pro Detailing LLC; Not Investment-related; Nature: Detailing interior and exterior of vehicles (Cars, RVs, boats?); Jacksonville, FL; Started: 9/01/2022; Title: Business Owner; Duties: Setting up and managing single member LLC (Register business, bookkeeping, etc.. ). Detailing inside and outside components of vehicles.; No time is devoted each month during securities trading hours; 40 hours are devoted each month outside of securities trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-10
S63 Uniform Securities Agent State Law Examination 2019-07-19
  • S66 Uniform Combined State Law Examination
    2022-06-10
  • S63 Uniform Securities Agent State Law Examination
    2019-07-19

View on SEC IAPD

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